Veritable’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-26,008
| Closed | -$34K | – | 797 |
|
|
2020
Q3 | $34K | Sell |
26,008
-201
| -0.8% | -$263 | ﹤0.01% | 735 |
|
|
2020
Q2 | $39K | Buy |
26,209
+2,427
| +10% | +$3.61K | ﹤0.01% | 753 |
|
|
2020
Q1 | $36K | Buy |
23,782
+1,199
| +5% | +$1.82K | ﹤0.01% | 716 |
|
|
2019
Q4 | $75K | Buy |
22,583
+1,725
| +8% | +$5.73K | ﹤0.01% | 803 |
|
|
2019
Q3 | $55K | Sell |
20,858
-442
| -2% | -$1.17K | ﹤0.01% | 787 |
|
|
2019
Q2 | $60K | Buy |
21,300
+216
| +1% | +$608 | ﹤0.01% | 792 |
|
|
2019
Q1 | $68K | Hold |
21,084
| – | – | ﹤0.01% | 785 |
|
|
2018
Q4 | $54K | Sell |
21,084
-411
| -2% | -$1.05K | ﹤0.01% | 756 |
|
|
2018
Q3 | $65K | Buy |
21,495
+847
| +4% | +$2.56K | ﹤0.01% | 792 |
|
|
2018
Q2 | $69K | Sell |
20,648
-3,103
| -13% | -$10.4K | ﹤0.01% | 773 |
|
|
2018
Q1 | $88K | Buy |
23,751
+2,518
| +12% | +$9.33K | ﹤0.01% | 769 |
|
|
2017
Q4 | $80K | Buy |
21,233
+1,615
| +8% | +$6.09K | ﹤0.01% | 778 |
|
|
2017
Q3 | $72K | Hold |
19,618
| – | – | ﹤0.01% | 736 |
|
|
2017
Q2 | $69K | Hold |
19,618
| – | – | ﹤0.01% | 743 |
|
|
2017
Q1 | $67K | Hold |
19,618
| – | – | ﹤0.01% | 735 |
|
|
2016
Q4 | $61K | Buy |
+19,618
| New | +$61K | ﹤0.01% | 727 |
|
|
2015
Q2 | – | Sell |
-12,174
| Closed | -$57K | – | 818 |
|
|
2015
Q1 | $57K | Buy |
+12,174
| New | +$57K | ﹤0.01% | 923 |
|
|
2014
Q4 | – | Sell |
-15,538
| Closed | -$78K | – | 968 |
|
|
2014
Q3 | $78K | Buy |
+15,538
| New | +$78K | ﹤0.01% | 941 |
|