Sigma Planning Corp’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,390	Closed	-$33.4K	–	1302
2023 Q1	$33.4K	Buy	+14,390	New	+$34.8K	﹤0.01%	1272
2022 Q3	–	Sell	-17,347	Closed	-$35K	–	1314
2022 Q2	$35K	Sell	17,347 -2,180	-11%	-$4.81K	﹤0.01%	1260
2022 Q1	$47K	Sell	19,527 -4,865	-20%	-$12.9K	﹤0.01%	1338
2021 Q4	$62K	Hold	24,392	–	–	﹤0.01%	1349
2021 Q3	$60K	Sell	24,392 -4,472	-15%	-$11K	﹤0.01%	1338
2021 Q2	$74K	Buy	28,864 +18,500	+179%	+$47.5K	﹤0.01%	1378
2021 Q1	$24K	Buy	10,364 +100	+1%	+$208	﹤0.01%	1322
2020 Q4	$20K	Hold	10,264	–	–	﹤0.01%	1186
2020 Q3	$13K	Sell	10,264 -7,462	-42%	-$10.5K	﹤0.01%	1056
2020 Q2	$27K	Buy	17,726 +477	+3%	+$715	﹤0.01%	1037
2020 Q1	$26K	Sell	17,249 -3,366	-16%	-$8.68K	﹤0.01%	894
2019 Q4	$68K	Hold	20,615	–	–	﹤0.01%	1026
2019 Q3	$54K	Buy	20,615 +1,915	+10%	+$4.97K	﹤0.01%	978
2019 Q2	$53K	Sell	18,700 -2,895	-13%	-$8.95K	﹤0.01%	974
2019 Q1	$69K	Buy	21,595 +2,895	+15%	+$8.85K	﹤0.01%	912
2018 Q4	$48K	Sell	18,700 -6,002	-24%	-$17.1K	﹤0.01%	836
2018 Q3	$75K	Buy	24,702 +8,010	+48%	+$25.7K	﹤0.01%	927
2018 Q2	$56K	Buy	+16,692	New	+$59.3K	﹤0.01%	892
2017 Q1	–	Sell	-13,132	Closed	-$41K	–	796
2016 Q4	$41K	Buy	13,132 +82	+0.6%	+$240	﹤0.01%	722
2016 Q3	$37K	Buy	+13,050	New	+$38.8K	﹤0.01%	732
2015 Q4	–	Sell	-11,102	Closed	-$51K	–	723
2015 Q3	$51K	Sell	11,102 -1,000	-8%	-$5K	0.01%	650
2015 Q2	$66K	Buy	12,102 +17	+0.1%	+$89	0.01%	685
2015 Q1	$56K	Buy	12,085 +100	+0.8%	+$466	0.01%	731
2014 Q4	$56K	Buy	+11,985	New	+$57.9K	0.01%	698