Segment Wealth Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,278
| Closed | -$37K | – | 213 |
|
|
2019
Q4 | $37K | Buy |
+11,278
| New | +$37K | 0.01% | 230 |
|
|
2018
Q4 | – | Sell |
-18,380
| Closed | -$56K | – | 205 |
|
|
2018
Q3 | $56K | Buy |
18,380
+1,262
| +7% | +$3.85K | 0.01% | 215 |
|
|
2018
Q2 | $57K | Sell |
17,118
-92
| -0.5% | -$306 | 0.01% | 205 |
|
|
2018
Q1 | $64K | Buy |
+17,210
| New | +$64K | 0.02% | 196 |
|
|
2017
Q4 | – | Sell |
-12,714
| Closed | -$47K | – | 209 |
|
|
2017
Q3 | $47K | Sell |
12,714
-15,140
| -54% | -$56K | 0.01% | 205 |
|
|
2017
Q2 | $98K | Buy |
+27,854
| New | +$98K | 0.03% | 209 |
|