Wright Investors Service’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-174,795
| Closed | -$898K | – | 210 |
|
|
2014
Q2 | $898K | Sell |
174,795
-179,860
| -51% | -$924K | 0.41% | 83 |
|
|
2014
Q1 | $1.81M | Sell |
354,655
-20,070
| -5% | -$102K | 0.81% | 30 |
|
|
2013
Q4 | $1.99M | Buy |
374,725
+90,600
| +32% | +$482K | 0.88% | 28 |
|
|
2013
Q3 | $1.37M | Sell |
284,125
-45,895
| -14% | -$221K | 0.62% | 48 |
|
|
2013
Q2 | $1.27M | Buy |
+330,020
| New | +$1.27M | 0.6% | 47 |
|