Schroder Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,208
| Closed | -$21K | – | 1354 |
|
|
2019
Q4 | $21K | Sell |
6,208
-2,527
| -29% | -$8.55K | ﹤0.01% | 1258 |
|
|
2019
Q3 | $23K | Hold |
8,735
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q2 | $25K | Buy |
+8,735
| New | +$25K | ﹤0.01% | 1178 |
|
|
2017
Q3 | – | Sell |
-7,142
| Closed | -$25K | – | 1359 |
|
|
2017
Q2 | $25K | Buy |
7,142
+1,747
| +32% | +$6.12K | ﹤0.01% | 1256 |
|
|
2017
Q1 | $18K | Hold |
5,395
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q4 | $17K | Hold |
5,395
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q3 | $15K | Hold |
5,395
| – | – | ﹤0.01% | 1121 |
|
|
2016
Q2 | $16K | Buy |
5,395
+745
| +16% | +$2.21K | ﹤0.01% | 1142 |
|
|
2016
Q1 | $18K | Hold |
4,650
| – | – | ﹤0.01% | 1114 |
|
|
2015
Q4 | $20K | Hold |
4,650
| – | – | ﹤0.01% | 1139 |
|
|
2015
Q3 | $21K | Hold |
4,650
| – | – | ﹤0.01% | 1133 |
|
|
2015
Q2 | $25K | Hold |
4,650
| – | – | ﹤0.01% | 1150 |
|
|
2015
Q1 | $22K | Buy |
4,650
+1,282
| +38% | +$6.07K | ﹤0.01% | 1187 |
|
|
2014
Q4 | $16K | Buy |
3,368
+663
| +25% | +$3.15K | ﹤0.01% | 1258 |
|
|
2014
Q3 | $13.6K | Buy |
+2,705
| New | +$13.6K | ﹤0.01% | 1363 |
|