Sigma Planning Corp’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-14,390
| Closed | -$33.4K | – | 1298 |
|
2023
Q1 | $33.4K | Buy |
+14,390
| New | +$33.4K | ﹤0.01% | 1272 |
|
2022
Q3 | – | Sell |
-17,347
| Closed | -$35K | – | 1300 |
|
2022
Q2 | $35K | Sell |
17,347
-2,180
| -11% | -$4.4K | ﹤0.01% | 1248 |
|
2022
Q1 | $47K | Sell |
19,527
-4,865
| -20% | -$11.7K | ﹤0.01% | 1322 |
|
2021
Q4 | $62K | Hold |
24,392
| – | – | ﹤0.01% | 1330 |
|
2021
Q3 | $60K | Sell |
24,392
-4,472
| -15% | -$11K | ﹤0.01% | 1321 |
|
2021
Q2 | $74K | Buy |
28,864
+18,500
| +179% | +$47.4K | ﹤0.01% | 1355 |
|
2021
Q1 | $24K | Buy |
10,364
+100
| +1% | +$232 | ﹤0.01% | 1298 |
|
2020
Q4 | $20K | Hold |
10,264
| – | – | ﹤0.01% | 1163 |
|
2020
Q3 | $13K | Sell |
10,264
-7,462
| -42% | -$9.45K | ﹤0.01% | 1042 |
|
2020
Q2 | $27K | Buy |
17,726
+477
| +3% | +$727 | ﹤0.01% | 1025 |
|
2020
Q1 | $26K | Sell |
17,249
-3,366
| -16% | -$5.07K | ﹤0.01% | 883 |
|
2019
Q4 | $68K | Hold |
20,615
| – | – | ﹤0.01% | 1011 |
|
2019
Q3 | $54K | Buy |
20,615
+1,915
| +10% | +$5.02K | ﹤0.01% | 966 |
|
2019
Q2 | $53K | Sell |
18,700
-2,895
| -13% | -$8.21K | ﹤0.01% | 961 |
|
2019
Q1 | $69K | Buy |
21,595
+2,895
| +15% | +$9.25K | ﹤0.01% | 902 |
|
2018
Q4 | $48K | Sell |
18,700
-6,002
| -24% | -$15.4K | ﹤0.01% | 820 |
|
2018
Q3 | $75K | Buy |
24,702
+8,010
| +48% | +$24.3K | ﹤0.01% | 907 |
|
2018
Q2 | $56K | Buy |
+16,692
| New | +$56K | ﹤0.01% | 888 |
|
2017
Q1 | – | Sell |
-13,132
| Closed | -$41K | – | 794 |
|
2016
Q4 | $41K | Buy |
13,132
+82
| +0.6% | +$256 | ﹤0.01% | 718 |
|
2016
Q3 | $37K | Buy |
+13,050
| New | +$37K | ﹤0.01% | 723 |
|
2015
Q4 | – | Sell |
-11,102
| Closed | -$51K | – | 712 |
|
2015
Q3 | $51K | Sell |
11,102
-1,000
| -8% | -$4.59K | 0.01% | 641 |
|
2015
Q2 | $66K | Buy |
12,102
+17
| +0.1% | +$93 | 0.01% | 685 |
|
2015
Q1 | $56K | Buy |
12,085
+100
| +0.8% | +$463 | 0.01% | 731 |
|
2014
Q4 | $56K | Buy |
+11,985
| New | +$56K | 0.01% | 698 |
|