Wealthspire Advisors (New York)’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,021
| Closed | -$57.2K | – | 571 |
|
|
2022
Q4 | $57.2K | Buy |
+26,021
| New | +$57.2K | ﹤0.01% | 570 |
|
|
2022
Q1 | – | Sell |
-20,202
| Closed | -$52K | – | 500 |
|
|
2021
Q4 | $52K | Sell |
20,202
-1,124
| -5% | -$2.89K | ﹤0.01% | 530 |
|
|
2021
Q3 | $52K | Buy |
+21,326
| New | +$52K | ﹤0.01% | 574 |
|
|
2020
Q2 | – | Sell |
-10,802
| Closed | -$16K | – | 427 |
|
|
2020
Q1 | $16K | Sell |
10,802
-2,879
| -21% | -$4.26K | ﹤0.01% | 554 |
|
|
2019
Q4 | $45K | Buy |
+13,681
| New | +$45K | ﹤0.01% | 210 |
|
|
2019
Q1 | – | Sell |
-5,180
| Closed | -$13K | – | 484 |
|
|
2018
Q4 | $13K | Buy |
+5,180
| New | +$13K | ﹤0.01% | 440 |
|