Trek Financial’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,193
| Closed | -$24.4K | – | 417 |
|
|
2023
Q4 | $24.4K | Hold |
10,193
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $21.7K | Sell |
10,193
-6,083
| -37% | -$13K | ﹤0.01% | 280 |
|
|
2023
Q2 | $35.8K | Buy |
+16,276
| New | +$35.8K | ﹤0.01% | 274 |
|
|
2023
Q1 | – | Sell |
-14,575
| Closed | -$32.1K | – | 272 |
|
|
2022
Q4 | $32.1K | Buy |
+14,575
| New | +$32.1K | ﹤0.01% | 231 |
|