McDonald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,348
| Closed | -$40.4K | – | 236 |
|
|
2023
Q2 | $40.4K | Sell |
18,348
-1,189
| -6% | -$2.62K | 0.01% | 237 |
|
|
2023
Q1 | $45.3K | Sell |
19,537
-548
| -3% | -$1.27K | 0.01% | 232 |
|
|
2022
Q4 | $44.2K | Sell |
20,085
-4,148
| -17% | -$9.13K | 0.02% | 225 |
|
|
2022
Q3 | $43K | Sell |
24,233
-3,000
| -11% | -$5.32K | 0.02% | 216 |
|
|
2022
Q2 | $56K | Sell |
27,233
-387
| -1% | -$796 | 0.01% | 291 |
|
|
2022
Q1 | $67K | Buy |
+27,620
| New | +$67K | 0.01% | 302 |
|
|
2021
Q4 | – | Sell |
-28,629
| Closed | -$70K | – | 650 |
|
|
2021
Q3 | $70K | Hold |
28,629
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $73K | Sell |
28,629
-2,000
| -7% | -$5.1K | 0.02% | 303 |
|
|
2021
Q1 | $71K | Hold |
30,629
| – | – | 0.02% | 289 |
|
|
2020
Q4 | $60K | Buy |
+30,629
| New | +$60K | 0.02% | 275 |
|