Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,065
| Closed | -$47.7K | – | 226 |
|
|
2024
Q2 | $47.7K | Buy |
+16,065
| New | +$43.1K | 0.01% | 232 |
|
|
2023
Q3 | – | Sell |
-54,030
| Closed | -$119K | – | 242 |
|
|
2023
Q2 | $119K | Buy |
54,030
+8,353
| +18% | +$19.2K | 0.03% | 264 |
|
|
2023
Q1 | $106K | Buy |
45,677
+6,663
| +17% | +$16.1K | 0.03% | 255 |
|
|
2022
Q4 | $79.6K | Sell |
39,014
-3,541
| -8% | -$7.29K | 0.02% | 234 |
|
|
2022
Q3 | $76K | Buy |
42,555
+3,541
| +9% | +$7.35K | 0.02% | 237 |
|
|
2022
Q2 | $84K | Buy |
39,014
+3,487
| +10% | +$7.7K | 0.02% | 234 |
|
|
2022
Q1 | $86K | Buy |
35,527
+2,968
| +9% | +$7.89K | 0.02% | 245 |
|
|
2021
Q4 | $83K | Buy |
32,559
+13,259
| +69% | +$33.8K | 0.02% | 250 |
|
|
2021
Q3 | $50K | Buy |
19,300
+1,684
| +10% | +$4.13K | 0.01% | 255 |
|
|
2021
Q2 | $48K | Buy |
17,616
+540
| +3% | +$1.39K | 0.01% | 259 |
|
|
2021
Q1 | $40K | Buy |
17,076
+789
| +5% | +$1.64K | 0.01% | 256 |
|
|
2020
Q4 | $31K | Sell |
16,287
-4,221
| -21% | -$7.11K | 0.01% | 243 |
|
|
2020
Q3 | $17 | Sell |
20,508
-2,194
| -10% | -$3.08K | ﹤0.01% | 436 |
|
|
2020
Q2 | $34K | Hold |
22,702
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $36K | Buy |
22,702
+3,190
| +16% | +$8.22K | 0.02% | 183 |
|
|
2019
Q4 | $66K | Buy |
19,512
+765
| +4% | +$2.31K | 0.02% | 222 |
|
|
2019
Q3 | $47K | Sell |
18,747
-146
| -0.8% | -$379 | 0.02% | 221 |
|
|
2019
Q2 | $54K | Buy |
18,893
+5,595
| +42% | +$17.3K | 0.02% | 227 |
|
|
2019
Q1 | $44K | Buy |
13,298
+1,169
| +10% | +$3.58K | 0.02% | 230 |
|
|
2018
Q4 | $30K | Buy |
+12,129
| New | +$34.5K | 0.02% | 199 |
|
Other funds holding LYG
MIP
