Thompson Davis & Co’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,195
| Closed | -$9K | – | 1140 |
|
|
2016
Q2 | $9K | Hold |
3,195
| – | – | 0.01% | 670 |
|
|
2016
Q1 | $13K | Hold |
3,195
| – | – | 0.02% | 583 |
|
|
2015
Q4 | $14K | Hold |
3,195
| – | – | 0.02% | 571 |
|
|
2015
Q3 | $15K | Buy |
3,195
+721
| +29% | +$3.39K | 0.02% | 555 |
|
|
2015
Q2 | $13K | Hold |
2,474
| – | – | 0.02% | 660 |
|
|
2015
Q1 | $12K | Hold |
2,474
| – | – | 0.01% | 680 |
|
|
2014
Q4 | $11K | Hold |
2,474
| – | – | 0.01% | 710 |
|
|
2014
Q3 | $12K | Buy |
+2,474
| New | +$12K | 0.02% | 634 |
|