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Sandbox Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Sandbox Financial Partners’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-91,950
Closed -$234K – 113
2021
Q3 		$34K Buy
+91,950
New +$225K 0.02% 93

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CIBC Private Wealth Group
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Fidelity Investments
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PPA
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Northern Trust
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Sandbox Financial Partners's LYG Position: Q4 2021 in Review

Sandbox Financial Partners sold out of Lloyds Banking Group (LYG) in Q4 2021, closing a stake of 91,950 shares — an estimated $234K sold.

Sandbox Financial Partners first reported a position in LYG in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 281 funds tracked by Wall St. Rank hold LYG as of Q4 2021.

  • Sandbox Financial Partners reported no remaining Lloyds Banking Group position as of Q4 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 91,950 Lloyds Banking Group shares in Q4 2021, an estimated $234K.
  • Sandbox Financial Partners first reported a position in Lloyds Banking Group in Q3 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's Lloyds Banking Group position peaked at $34K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2021.

Based on Sandbox Financial Partners's 13F filing for Q4 2021, filed 11 Feb 2022.