Pathstone Family Office’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 | $55.6K | Sell |
26,090
-8,160
| -24% | -$17.4K | ﹤0.01% | 1621 |
|
|
2023
Q2 | $76.5K | Sell |
34,250
-30,342
| -47% | -$67.8K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $150K | Sell |
64,592
-165,118
| -72% | -$383K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $394K | Buy |
229,710
+15,564
| +7% | +$26.7K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $384K | Buy |
214,146
+152,945
| +250% | +$274K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $125K | Buy |
61,201
+4,670
| +8% | +$9.51K | ﹤0.01% | 982 |
|
|
2022
Q1 | $136K | Buy |
56,531
+3,993
| +8% | +$9.61K | ﹤0.01% | 915 |
|
|
2021
Q4 | $134K | Buy |
52,538
+23,616
| +82% | +$60.2K | ﹤0.01% | 851 |
|
|
2021
Q3 | $71K | Buy |
28,922
+11,653
| +67% | +$28.6K | ﹤0.01% | 839 |
|
|
2021
Q2 | $44K | Buy |
17,269
+4,583
| +36% | +$11.7K | ﹤0.01% | 799 |
|
|
2021
Q1 | $29K | Buy |
12,686
+8,086
| +176% | +$18.5K | ﹤0.01% | 634 |
|
|
2020
Q4 | $9K | Buy |
+4,600
| New | +$9K | ﹤0.01% | 881 |
|