Martin Capital Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,283,253
| Closed | -$1.94M | – | 63 |
|
|
2020
Q1 | $1.94M | Buy |
1,283,253
+24,593
| +2% | +$37.1K | 1.48% | 35 |
|
|
2019
Q4 | $4.17M | Buy |
1,258,660
+52,047
| +4% | +$172K | 2.46% | 15 |
|
|
2019
Q3 | $3.19M | Buy |
1,206,613
+51,404
| +4% | +$136K | 2.14% | 24 |
|
|
2019
Q2 | $3.28M | Buy |
1,155,209
+55,363
| +5% | +$157K | 2.32% | 24 |
|
|
2019
Q1 | $3.53M | Buy |
1,099,846
+135,214
| +14% | +$434K | 2.73% | 15 |
|
|
2018
Q4 | $2.47M | Buy |
964,632
+449,487
| +87% | +$1.15M | 2.28% | 21 |
|
|
2018
Q3 | $1.57M | Buy |
+515,145
| New | +$1.57M | 1.4% | 35 |
|