de Creative Planning Lloyds Banking Group LYG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 8.93 M | Comprar |
1,531,629
+32,709
| +2% | +USD 177 k | 0.01% | 967 |
|
|
2026
Q1 | USD 7.54 M | Comprar |
1,498,920
+6,314
| +0.4% | +USD 34.6 k | 0.01% | 888 |
|
|
2025
Q4 | USD 7.91 M | Comprar |
1,492,606
+37,294
| +3% | +USD 181 k | 0.01% | 725 |
|
|
2025
Q3 | USD 6.61 M | Comprar |
1,455,312
+83,606
| +6% | +USD 365 k | 0.01% | 737 |
|
|
2025
Q2 | USD 5.83 M | Comprar |
1,371,706
+179,903
| +15% | +USD 715 k | 0.01% | 711 |
|
|
2025
Q1 | USD 4.55 M | Comprar |
1,191,803
+215,506
| +22% | +USD 713 k | ﹤0.01% | 748 |
|
|
2024
Q4 | USD 2.66 M | Comprar |
976,297
+24,048
| +3% | +USD 68.7 k | ﹤0.01% | 968 |
|
|
2024
Q3 | USD 2.97 M | Comprar |
952,249
+129,940
| +16% | +USD 390 k | ﹤0.01% | 865 |
|
|
2024
Q2 | USD 2.24 M | Comprar |
822,309
+162,369
| +25% | +USD 436 k | ﹤0.01% | 937 |
|
|
2024
Q1 | USD 1.71 M | Comprar |
659,940
+75,968
| +13% | +USD 174 k | ﹤0.01% | 1035 |
|
|
2023
Q4 | USD 1.4 M | Comprar |
583,972
+226,208
| +63% | +USD 484 k | ﹤0.01% | 1075 |
|
|
2023
Q3 | USD 762 k | Vender |
357,764
-19,586
| -5% | -USD 42.5 k | ﹤0.01% | 1293 |
|
|
2023
Q2 | USD 830 k | Comprar |
377,350
+47,453
| +14% | +USD 109 k | ﹤0.01% | 1232 |
|
|
2023
Q1 | USD 765 k | Comprar |
329,897
+177,493
| +116% | +USD 430 k | ﹤0.01% | 1220 |
|
|
2022
Q4 | USD 335 k | Vender |
152,404
-41,099
| -21% | -USD 84.6 k | ﹤0.01% | 1656 |
|
|
2022
Q3 | USD 346 k | Comprar |
193,503
+54,064
| +39% | +USD 112 k | ﹤0.01% | 1552 |
|
|
2022
Q2 | USD 284 k | Comprar |
139,439
+64,114
| +85% | +USD 141 k | ﹤0.01% | 1651 |
|
|
2022
Q1 | USD 182 k | Vender |
75,325
-7,914
| -10% | -USD 21 k | ﹤0.01% | 1905 |
|
|
2021
Q4 | USD 212 k | Comprar |
83,239
+29,824
| +56% | +USD 76.1 k | ﹤0.01% | 1834 |
|
|
2021
Q3 | USD 131 k | Comprar |
53,415
+7,282
| +16% | +USD 17.8 k | ﹤0.01% | 1916 |
|
|
2021
Q2 | USD 118 k | Vender |
46,133
-18,993
| -29% | -USD 48.8 k | ﹤0.01% | 1858 |
|
|
2021
Q1 | USD 151 k | Comprar |
65,126
+36,853
| +130% | +USD 76.5 k | ﹤0.01% | 2166 |
|
|
2020
Q4 | USD 55 k | Vender |
28,273
-19,076
| -40% | -USD 32.1 k | ﹤0.01% | 2092 |
|
|
2020
Q3 | USD 62 k | Vender |
47,349
-44,391
| -48% | -USD 62.2 k | ﹤0.01% | 1887 |
|
|
2020
Q2 | USD 138 k | Comprar |
91,740
+6,425
| +8% | +USD 9.6 k | ﹤0.01% | 1607 |
|
|
2020
Q1 | USD 129 k | Comprar |
85,315
+1,812
| +2% | +USD 4.67 k | ﹤0.01% | 1483 |
|
|
2019
Q4 | USD 276 k | Comprar |
83,503
+20,607
| +33% | +USD 62.3 k | ﹤0.01% | 1450 |
|
|
2019
Q3 | USD 166 k | Comprar |
62,896
+10,465
| +20% | +USD 27.1 k | ﹤0.01% | 1645 |
|
|
2019
Q2 | USD 149 k | Vender |
52,431
-3,780
| -7% | -USD 11.7 k | ﹤0.01% | 1683 |
|
|
2019
Q1 | USD 180 k | Comprar |
56,211
+6,754
| +14% | +USD 20.7 k | ﹤0.01% | 1614 |
|
|
2018
Q4 | USD 127 k | Vender |
49,457
-21,809
| -31% | -USD 62 k | ﹤0.01% | 1591 |
|
|
2018
Q3 | USD 217 k | Vender |
71,266
-101,642
| -59% | -USD 326 k | ﹤0.01% | 1626 |
|
|
2018
Q2 | USD 576 k | Vender |
172,908
-9,213
| -5% | -USD 32.7 k | ﹤0.01% | 996 |
|
|
2018
Q1 | USD 677 k | Comprar |
182,121
+7,840
| +4% | +USD 30.4 k | ﹤0.01% | 930 |
|
|
2017
Q4 | USD 654 k | Comprar |
174,281
+976
| +0.6% | +USD 3.52 k | ﹤0.01% | 922 |
|
|
2017
Q3 | USD 634 k | Vender |
173,305
-3,543
| -2% | -USD 12.3 k | ﹤0.01% | 936 |
|
|
2017
Q2 | USD 624 k | Comprar |
176,848
+37,708
| +27% | +USD 134 k | ﹤0.01% | 908 |
|
|
2017
Q1 | USD 473 k | Vender |
139,140
-64,582
| -32% | -USD 218 k | ﹤0.01% | 1016 |
|
|
2016
Q4 | USD 632 k | Vender |
203,722
-94,794
| -32% | -USD 277 k | ﹤0.01% | 814 |
|
|
2016
Q3 | USD 857 k | Comprar |
298,516
+169,092
| +131% | +USD 503 k | 0.01% | 659 |
|
|
2016
Q2 | USD 384 k | Comprar |
129,424
+66,672
| +106% | +USD 261 k | ﹤0.01% | 914 |
|
|
2016
Q1 | USD 248 k | Comprar |
62,752
+15,307
| +32% | +USD 59.3 k | ﹤0.01% | 1111 |
|
|
2015
Q4 | USD 207 k | Vender |
47,445
-20,976
| -31% | -USD 95.1 k | ﹤0.01% | 1176 |
|
|
2015
Q3 | USD 315 k | Comprar |
68,421
+18,503
| +37% | +USD 92.6 k | ﹤0.01% | 947 |
|
|
2015
Q2 | USD 271 k | Vender |
49,918
-80,851
| -62% | -USD 421 k | ﹤0.01% | 815 |
|
|
2015
Q1 | USD 611 k | Comprar |
130,769
+62,167
| +91% | +USD 290 k | 0.01% | 655 |
|
|
2014
Q4 | USD 318 k | Vender |
68,602
-29,192
| -30% | -USD 141 k | ﹤0.01% | 908 |
|
|
2014
Q3 | USD 493 k | Comprar |
97,794
+77,748
| +388% | +USD 391 k | 0.01% | 659 |
|
|
2014
Q2 | USD 103 k | Vender |
20,046
-34,250
| -63% | -USD 178 k | ﹤0.01% | 1412 |
|
|
2014
Q1 | USD 276 k | Comprar |
54,296
+21,272
| +64% | +USD 115 k | ﹤0.01% | 855 |
|
|
2013
Q4 | USD 176 k | Comprar |
33,024
+692
| +2% | +USD 3.47 k | ﹤0.01% | 925 |
|
|
2013
Q3 | USD 156 k | Mantener |
32,332
| – | – | ﹤0.01% | 871 |
|
|
2013
Q2 | USD 124 k | Comprar |
+32,332
| Nuevas | +USD 112 k | ﹤0.01% | 871 |
|
Otros fondos que tienen LYG en su cartera
Posición de Creative Planning en LYG: resumen de T2 2026
Creative Planning aumentó su participación en Lloyds Banking Group (LYG) en 2.2% durante T2 2026, al comprar aproximadamente USD 177 k y elevar la posición a 1,531,629 acciones con un valor de USD 8.93 M. La posición representa 0.01% de la cartera y ocupa el puesto #967.
Creative Planning reportó por primera vez una posición en LYG en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 615 fondos que sigue Wall St. Rank mantienen una posición en LYG.
- Al cierre de T2 2026, Creative Planning tenía 1,531,629 acciones de Lloyds Banking Group con un valor de USD 8.93 M.
- Creative Planning compró 32,709 acciones de Lloyds Banking Group en T2 2026, por un monto estimado de USD 177 k.
- Lloyds Banking Group representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 967.
- Creative Planning reportó por primera vez una posición en Lloyds Banking Group en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 615 fondos que sigue Wall St. Rank tenían Lloyds Banking Group en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.