Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-10,802
| Closed | -$16K | – | 463 |
|
|
2020
Q1 | $16K | Sell |
10,802
-2,286
| -17% | -$3.39K | ﹤0.01% | 429 |
|
|
2019
Q4 | $43K | Buy |
13,088
+2,881
| +28% | +$9.47K | ﹤0.01% | 492 |
|
|
2019
Q3 | $27K | Buy |
+10,207
| New | +$27K | ﹤0.01% | 462 |
|
|
2019
Q2 | – | Sell |
-5,625
| Closed | -$18K | – | 1368 |
|
|
2019
Q1 | $18K | Buy |
5,625
+3,890
| +224% | +$12.4K | ﹤0.01% | 1320 |
|
|
2018
Q4 | $4K | Sell |
1,735
-6,946
| -80% | -$16K | ﹤0.01% | 1831 |
|
|
2018
Q3 | $26K | Sell |
8,681
-2,329
| -21% | -$6.98K | ﹤0.01% | 1200 |
|
|
2018
Q2 | $37K | Buy |
11,010
+2,007
| +22% | +$6.75K | ﹤0.01% | 1085 |
|
|
2018
Q1 | $33K | Sell |
9,003
-421
| -4% | -$1.54K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $35K | Sell |
9,424
-371
| -4% | -$1.38K | ﹤0.01% | 1145 |
|
|
2017
Q3 | $36K | Sell |
9,795
-1,152
| -11% | -$4.23K | ﹤0.01% | 1098 |
|
|
2017
Q2 | $39K | Buy |
10,947
+3,353
| +44% | +$11.9K | ﹤0.01% | 1028 |
|
|
2017
Q1 | $26K | Buy |
7,594
+6,196
| +443% | +$21.2K | ﹤0.01% | 997 |
|
|
2016
Q4 | $4K | Sell |
1,398
-289
| -17% | -$827 | ﹤0.01% | 1422 |
|
|
2016
Q3 | $5K | Sell |
1,687
-2,279
| -57% | -$6.76K | ﹤0.01% | 1389 |
|
|
2016
Q2 | $12K | Buy |
3,966
+52
| +1% | +$157 | ﹤0.01% | 1162 |
|
|
2016
Q1 | $15K | Sell |
3,914
-91
| -2% | -$349 | ﹤0.01% | 1068 |
|
|
2015
Q4 | $17K | Buy |
+4,005
| New | +$17K | ﹤0.01% | 1020 |
|