Next Financial Group’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,306
| Closed | -$12K | – | 2666 |
|
|
2021
Q1 | $12K | Hold |
5,306
| – | – | ﹤0.01% | 1831 |
|
|
2020
Q4 | $10K | Sell |
5,306
-351
| -6% | -$662 | ﹤0.01% | 1784 |
|
|
2020
Q3 | $7K | Buy |
+5,657
| New | +$7K | ﹤0.01% | 1736 |
|
|
2020
Q2 | – | Sell |
-2,379
| Closed | -$4K | – | 1346 |
|
|
2020
Q1 | $4K | Sell |
2,379
-2,680
| -53% | -$4.51K | ﹤0.01% | 1778 |
|
|
2019
Q4 | $17K | Hold |
5,059
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q3 | $13K | Buy |
5,059
+466
| +10% | +$1.2K | ﹤0.01% | 1611 |
|
|
2019
Q2 | $13K | Buy |
4,593
+3,093
| +206% | +$8.75K | ﹤0.01% | 1607 |
|
|
2019
Q1 | $5K | Sell |
1,500
-500
| -25% | -$1.67K | ﹤0.01% | 1261 |
|
|
2018
Q4 | $5K | Sell |
2,000
-1,100
| -35% | -$2.75K | ﹤0.01% | 1546 |
|
|
2018
Q3 | $9K | Buy |
+3,100
| New | +$9K | ﹤0.01% | 1014 |
|
|
2017
Q4 | – | Sell |
-2,500
| Closed | -$9K | – | 916 |
|
|
2017
Q3 | $9K | Buy |
2,500
+1,403
| +128% | +$5.05K | ﹤0.01% | 1251 |
|
|
2017
Q2 | $4K | Hold |
1,097
| – | – | ﹤0.01% | 1611 |
|
|
2017
Q1 | $4K | Hold |
1,097
| – | – | ﹤0.01% | 1568 |
|
|
2016
Q4 | $3K | Sell |
1,097
-1,850
| -63% | -$5.06K | ﹤0.01% | 2088 |
|
|
2016
Q3 | $8K | Sell |
2,947
-1,250
| -30% | -$3.39K | ﹤0.01% | 1759 |
|
|
2016
Q2 | $12K | Hold |
4,197
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q1 | $16K | Buy |
4,197
+1,797
| +75% | +$6.85K | 0.01% | 1020 |
|
|
2015
Q4 | $10K | Buy |
2,400
+600
| +33% | +$2.5K | ﹤0.01% | 1173 |
|
|
2015
Q3 | $8K | Sell |
1,800
-5,000
| -74% | -$22.2K | ﹤0.01% | 1291 |
|
|
2015
Q2 | $36K | Sell |
6,800
-500
| -7% | -$2.65K | 0.01% | 785 |
|
|
2015
Q1 | $34K | Sell |
7,300
-200
| -3% | -$932 | 0.01% | 794 |
|
|
2014
Q4 | $35K | Buy |
7,500
+700
| +10% | +$3.27K | 0.01% | 784 |
|
|
2014
Q3 | $34K | Buy |
+6,800
| New | +$34K | 0.01% | 1147 |
|