Thomas J. Herzfeld Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,926
| Closed | -$25K | – | 303 |
|
|
2016
Q4 | $25K | Hold |
7,926
| – | – | 0.01% | 259 |
|
|
2016
Q3 | $23K | Hold |
7,926
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $24K | Buy |
7,926
+715
| +10% | +$2.17K | 0.01% | 258 |
|
|
2016
Q1 | $28K | Hold |
7,211
| – | – | 0.01% | 274 |
|
|
2015
Q4 | $31K | Buy |
7,211
+2,139
| +42% | +$9.2K | 0.01% | 241 |
|
|
2015
Q3 | $23K | Buy |
+5,072
| New | +$23K | 0.01% | 272 |
|