Adero Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $53K | Sell |
13,883
-307
| -2% | -$1.17K | ﹤0.01% | 256 |
|
|
2024
Q4 | $38.6K | Buy |
+14,190
| New | +$38.6K | ﹤0.01% | 259 |
|
|
2023
Q4 | – | Sell |
-13,578
| Closed | -$28.9K | – | 195 |
|
|
2023
Q3 | $28.9K | Buy |
+13,578
| New | +$28.9K | ﹤0.01% | 182 |
|
|
2022
Q3 | – | Sell |
-10,015
| Closed | -$20K | – | 159 |
|
|
2022
Q2 | $20K | Buy |
+10,015
| New | +$20K | ﹤0.01% | 150 |
|
|
2021
Q4 | – | Sell |
-10,760
| Closed | -$26K | – | 161 |
|
|
2021
Q3 | $26K | Buy |
+10,760
| New | +$26K | ﹤0.01% | 144 |
|