Next Financial Group’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$592	﹤0.01%	1784
2020 Q3	$7K	Buy	+5,657	New	+$7.93K	﹤0.01%	1736
2020 Q2	–	Sell	-2,379	Closed	-$4K	–	1346
2020 Q1	$4K	Sell	2,379 -2,680	-53%	-$6.91K	﹤0.01%	1778
2019 Q4	$17K	Hold	5,059	–	–	﹤0.01%	1591
2019 Q3	$13K	Buy	5,059 +466	+10%	+$1.21K	﹤0.01%	1611
2019 Q2	$13K	Buy	4,593 +3,093	+206%	+$9.56K	﹤0.01%	1607
2019 Q1	$5K	Sell	1,500 -500	-25%	-$1.53K	﹤0.01%	1261
2018 Q4	$5K	Sell	2,000 -1,100	-35%	-$3.13K	﹤0.01%	1546
2018 Q3	$9K	Buy	+3,100	New	+$9.94K	﹤0.01%	1014
2017 Q4	–	Sell	-2,500	Closed	-$9K	–	916
2017 Q3	$9K	Buy	2,500 +1,403	+128%	+$4.89K	﹤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%	-$5.41K	﹤0.01%	2088
2016 Q3	$8K	Sell	2,947 -1,250	-30%	-$3.71K	﹤0.01%	1759
2016 Q2	$12K	Hold	4,197	–	–	﹤0.01%	1141
2016 Q1	$16K	Buy	4,197 +1,797	+75%	+$6.96K	0.01%	1020
2015 Q4	$10K	Buy	2,400 +600	+33%	+$2.72K	﹤0.01%	1173
2015 Q3	$8K	Sell	1,800 -5,000	-74%	-$25K	﹤0.01%	1291
2015 Q2	$36K	Sell	6,800 -500	-7%	-$2.6K	0.01%	785
2015 Q1	$34K	Sell	7,300 -200	-3%	-$932	0.01%	794
2014 Q4	$35K	Buy	7,500 +700	+10%	+$3.38K	0.01%	784
2014 Q3	$34K	Buy	+6,800	New	+$34.2K	0.01%	1147