TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-261
| Closed | -$1K | – | 1503 |
|
|
2019
Q1 | $1K | Hold |
261
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q4 | $1K | Hold |
261
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q3 | $1K | Hold |
261
| – | – | ﹤0.01% | 1262 |
|
|
2018
Q2 | $1K | Hold |
261
| – | – | ﹤0.01% | 1324 |
|
|
2018
Q1 | $1K | Hold |
261
| – | – | ﹤0.01% | 1178 |
|
|
2017
Q4 | $1K | Hold |
261
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $1K | Hold |
261
| – | – | ﹤0.01% | 1153 |
|
|
2017
Q2 | $1K | Hold |
261
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q1 | $1K | Hold |
261
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q4 | $1K | Hold |
261
| – | – | ﹤0.01% | 1193 |
|
|
2016
Q3 | $1K | Sell |
261
-3,601
| -93% | -$10.7K | ﹤0.01% | 1160 |
|
|
2016
Q2 | $11K | Hold |
3,862
| – | – | 0.01% | 547 |
|
|
2016
Q1 | $15K | Hold |
3,862
| – | – | 0.01% | 496 |
|
|
2015
Q4 | $17K | Buy |
3,862
+386
| +11% | +$1.75K | 0.01% | 468 |
|
|
2015
Q3 | $16K | Sell |
3,476
-54
| -2% | -$270 | 0.01% | 431 |
|
|
2015
Q2 | $19K | Buy |
3,530
+261
| +8% | +$1.36K | 0.01% | 415 |
|
|
2015
Q1 | $15K | Buy |
3,269
+193
| +6% | +$899 | 0.01% | 393 |
|
|
2014
Q4 | $14K | Sell |
3,076
-243
| -7% | -$1.18K | 0.01% | 399 |
|
|
2014
Q3 | $17K | Hold |
3,319
| – | – | 0.01% | 355 |
|
|
2014
Q2 | $17K | Buy |
3,319
+243
| +8% | +$1.26K | 0.01% | 370 |
|
|
2014
Q1 | $16K | Hold |
3,076
| – | – | 0.01% | 350 |
|
|
2013
Q4 | $16K | Hold |
3,076
| – | – | 0.01% | 359 |
|
|
2013
Q3 | $15K | Buy |
3,076
+2,815
| +1,079% | +$12.7K | 0.01% | 323 |
|
|
2013
Q2 | $1K | Buy |
+261
| New | +$908 | ﹤0.01% | 660 |
|
Other funds holding LYG
CI
MIP
PPA
SCCM
