WTFG
LYG icon

Wells Trecaso Financial Group’s Lloyds Banking Group LYG Stock Holding History

Wells Trecaso Financial Group’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,309
Closed -$64K – 72
2019
Q4 		$64K Buy
19,309
+243
+1% +$735 0.05% 68
2019
Q3 		$50K Hold
19,066
– – 0.04% 66
2019
Q2 		$54K Sell
19,066
-244
-1% -$754 0.04% 67
2019
Q1 		$62K Hold
19,310
– – 0.05% 69
2018
Q4 		$49K Buy
19,310
+1,918
+11% +$5.45K 0.05% 64
2018
Q3 		$53K Sell
17,392
-374
-2% -$1.2K 0.04% 73
2018
Q2 		$59K Sell
17,766
-167
-0.9% -$593 0.06% 68
2018
Q1 		$67K Sell
17,933
-1,105
-6% -$4.28K 0.06% 65
2017
Q4 		$71K Buy
+19,038
New +$68.6K 0.07% 65

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