Plante Moran Financial Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,810
| Closed | -$10K | – | 830 |
|
|
2019
Q3 | $10K | Buy |
3,810
+320
| +9% | +$840 | ﹤0.01% | 592 |
|
|
2019
Q2 | $10K | Buy |
3,490
+1,277
| +58% | +$3.66K | ﹤0.01% | 565 |
|
|
2019
Q1 | $7K | Sell |
2,213
-1,841
| -45% | -$5.82K | ﹤0.01% | 596 |
|
|
2018
Q4 | $10K | Buy |
4,054
+1,760
| +77% | +$4.34K | ﹤0.01% | 502 |
|
|
2018
Q3 | $7K | Buy |
2,294
+297
| +15% | +$906 | ﹤0.01% | 549 |
|
|
2018
Q2 | $7K | Sell |
1,997
-493
| -20% | -$1.73K | ﹤0.01% | 591 |
|
|
2018
Q1 | $9K | Buy |
+2,490
| New | +$9K | ﹤0.01% | 621 |
|
|
2017
Q2 | – | Sell |
-1,225
| Closed | -$4K | – | 876 |
|
|
2017
Q1 | $4K | Sell |
1,225
-2,224
| -64% | -$7.26K | ﹤0.01% | 726 |
|
|
2016
Q4 | $11K | Buy |
3,449
+1,731
| +101% | +$5.52K | 0.01% | 574 |
|
|
2016
Q3 | $5K | Buy |
1,718
+495
| +40% | +$1.44K | ﹤0.01% | 697 |
|
|
2016
Q2 | $4K | Buy |
1,223
+730
| +148% | +$2.39K | ﹤0.01% | 676 |
|
|
2016
Q1 | $2K | Sell |
493
-3,672
| -88% | -$14.9K | ﹤0.01% | 730 |
|
|
2015
Q4 | $18K | Buy |
+4,165
| New | +$18K | 0.01% | 470 |
|
|
2014
Q1 | – | Sell |
-1,372
| Closed | -$7K | – | 665 |
|
|
2013
Q4 | $7K | Buy |
+1,372
| New | +$7K | ﹤0.01% | 504 |
|