U.S. Capital Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20,000
| Closed | -$47.8K | – | 692 |
|
2023
Q4 | $47.8K | Sell |
20,000
-10,000
| -33% | -$23.9K | ﹤0.01% | 652 |
|
2023
Q3 | $63.9K | Hold |
30,000
| – | – | ﹤0.01% | 623 |
|
2023
Q2 | $66K | Hold |
30,000
| – | – | ﹤0.01% | 646 |
|
2023
Q1 | $69.6K | Hold |
30,000
| – | – | ﹤0.01% | 623 |
|
2022
Q4 | $66K | Hold |
30,000
| – | – | ﹤0.01% | 814 |
|
2022
Q3 | $54K | Sell |
30,000
-4,000
| -12% | -$7.2K | ﹤0.01% | 628 |
|
2022
Q2 | $69K | Hold |
34,000
| – | – | ﹤0.01% | 651 |
|
2022
Q1 | $82K | Hold |
34,000
| – | – | ﹤0.01% | 694 |
|
2021
Q4 | $87K | Hold |
34,000
| – | – | ﹤0.01% | 701 |
|
2021
Q3 | $83K | Buy |
+34,000
| New | +$83K | ﹤0.01% | 701 |
|