Rockefeller Financial Services’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,393
| Closed | -$13K | – | 547 |
|
|
2016
Q1 | $13K | Buy |
+3,393
| New | +$13K | ﹤0.01% | 513 |
|
|
2015
Q4 | – | Sell |
-23,599
| Closed | -$109K | – | 555 |
|
|
2015
Q3 | $109K | Buy |
+23,599
| New | +$109K | ﹤0.01% | 369 |
|
|
2014
Q3 | – | Sell |
-5,670
| Closed | -$29K | – | 545 |
|
|
2014
Q2 | $29K | Buy |
+5,670
| New | +$29K | ﹤0.01% | 443 |
|