Plante Moran Financial Advisors’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
2019 Q4	–	Sell	-3,810	Closed	-$10K	–	831
2019 Q3	$10K	Buy	3,810 +320	+9%	+$830	﹤0.01%	592
2019 Q2	$10K	Buy	3,490 +1,277	+58%	+$3.95K	﹤0.01%	567
2019 Q1	$7K	Sell	2,213 -1,841	-45%	-$5.63K	﹤0.01%	598
2018 Q4	$10K	Buy	4,054 +1,760	+77%	+$5K	﹤0.01%	504
2018 Q3	$7K	Buy	2,294 +297	+15%	+$952	﹤0.01%	551
2018 Q2	$7K	Sell	1,997 -493	-20%	-$1.75K	﹤0.01%	593
2018 Q1	$9K	Buy	+2,490	New	+$9.65K	﹤0.01%	623
2017 Q2	–	Sell	-1,225	Closed	-$4K	–	876
2017 Q1	$4K	Sell	1,225 -2,224	-64%	-$7.5K	﹤0.01%	727
2016 Q4	$11K	Buy	3,449 +1,731	+101%	+$5.07K	0.01%	575
2016 Q3	$5K	Buy	1,718 +495	+40%	+$1.47K	﹤0.01%	698
2016 Q2	$4K	Buy	1,223 +730	+148%	+$2.86K	﹤0.01%	678
2016 Q1	$2K	Sell	493 -3,672	-88%	-$14.2K	﹤0.01%	730
2015 Q4	$18K	Buy	+4,165	New	+$18.9K	0.01%	470
2014 Q1	–	Sell	-1,372	Closed	-$7K	–	665
2013 Q4	$7K	Buy	+1,372	New	+$6.88K	﹤0.01%	504