M Holdings Securities’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,030
| Closed | -$39K | – | 279 |
|
|
2019
Q1 | $39K | Hold |
12,030
| – | – | 0.01% | 359 |
|
|
2018
Q4 | $31K | Sell |
12,030
-1,500
| -11% | -$3.87K | 0.01% | 323 |
|
|
2018
Q3 | $41K | Hold |
13,530
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $45K | Hold |
13,530
| – | – | 0.01% | 338 |
|
|
2018
Q1 | $50K | Hold |
13,530
| – | – | 0.02% | 315 |
|
|
2017
Q4 | $51K | Sell |
13,530
-500
| -4% | -$1.89K | 0.02% | 309 |
|
|
2017
Q3 | $51K | Buy |
14,030
+3,830
| +38% | +$13.9K | 0.02% | 304 |
|
|
2017
Q2 | $36K | Sell |
10,200
-5,300
| -34% | -$18.7K | 0.01% | 293 |
|
|
2017
Q1 | $53K | Hold |
15,500
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $48K | Sell |
15,500
-10,000
| -39% | -$31K | 0.02% | 254 |
|
|
2016
Q3 | $73K | Buy |
25,500
+15,500
| +155% | +$44.4K | 0.03% | 252 |
|
|
2016
Q2 | $30K | Hold |
10,000
| – | – | 0.02% | 239 |
|
|
2016
Q1 | $40K | Hold |
10,000
| – | – | 0.02% | 207 |
|
|
2015
Q4 | $44K | Sell |
10,000
-4,000
| -29% | -$17.6K | 0.03% | 196 |
|
|
2015
Q3 | $64K | Hold |
14,000
| – | – | 0.05% | 183 |
|
|
2015
Q2 | $76K | Sell |
14,000
-2,000
| -13% | -$10.9K | 0.05% | 190 |
|
|
2015
Q1 | $75K | Hold |
16,000
| – | – | 0.05% | 183 |
|
|
2014
Q4 | $74K | Sell |
16,000
-2,414
| -13% | -$11.2K | 0.05% | 181 |
|
|
2014
Q3 | $93K | Hold |
18,414
| – | – | 0.05% | 295 |
|
|
2014
Q2 | $95K | Buy |
+18,414
| New | +$95K | 0.06% | 186 |
|