Searle & Co’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
Q4 | – | Sell |
-40,000
| Closed | -$52K | – | 141 |
|
|
2020
Q3 | $52K | Hold |
40,000
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $60K | Hold |
40,000
| – | – | 0.03% | 132 |
|
|
2020
Q1 | $60K | Buy |
40,000
+10,000
| +33% | +$15K | 0.04% | 123 |
|
|
2019
Q4 | $99K | Hold |
30,000
| – | – | 0.05% | 131 |
|
|
2019
Q3 | $79K | Hold |
30,000
| – | – | 0.05% | 133 |
|
|
2019
Q2 | $85K | Sell |
30,000
-10,000
| -25% | -$28.3K | 0.05% | 126 |
|
|
2019
Q1 | $128K | Hold |
40,000
| – | – | 0.08% | 124 |
|
|
2018
Q4 | $102K | Sell |
40,000
-20,000
| -33% | -$51K | 0.07% | 119 |
|
|
2018
Q3 | $182K | Hold |
60,000
| – | – | 0.11% | 128 |
|
|
2018
Q2 | $200K | Hold |
60,000
| – | – | 0.13% | 127 |
|
|
2018
Q1 | $223K | Hold |
60,000
| – | – | 0.15% | 122 |
|
|
2017
Q4 | $225K | Hold |
60,000
| – | – | 0.14% | 122 |
|
|
2017
Q3 | $220K | Buy |
+60,000
| New | +$220K | 0.15% | 118 |
|