Principal 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-30,879
| Closed | -$82K | – | 2259 |
|
2019
Q3 | $82K | Hold |
30,879
| – | – | ﹤0.01% | 2192 |
|
2019
Q2 | $88K | Hold |
30,879
| – | – | ﹤0.01% | 2187 |
|
2019
Q1 | $99K | Hold |
30,879
| – | – | ﹤0.01% | 2154 |
|
2018
Q4 | $79K | Hold |
30,879
| – | – | ﹤0.01% | 2181 |
|
2018
Q3 | $94K | Hold |
30,879
| – | – | ﹤0.01% | 2237 |
|
2018
Q2 | $103K | Hold |
30,879
| – | – | ﹤0.01% | 2222 |
|
2018
Q1 | $115K | Buy |
30,879
+11,881
| +63% | +$44.2K | ﹤0.01% | 2150 |
|
2017
Q4 | $71K | Buy |
18,998
+3,996
| +27% | +$14.9K | ﹤0.01% | 2206 |
|
2017
Q3 | $55K | Hold |
15,002
| – | – | ﹤0.01% | 2171 |
|
2017
Q2 | $53K | Buy |
+15,002
| New | +$53K | ﹤0.01% | 2230 |
|