Advisornet Financial’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.88K | Hold |
1,368
| – | – | ﹤0.01% | 1652 |
|
|
2025
Q4 | $7.25K | Buy |
+1,368
| New | +$6.62K | ﹤0.01% | 1645 |
|
|
2023
Q3 | – | Sell |
-5,307
| Closed | -$11.7K | – | 2371 |
|
|
2023
Q2 | $11.7K | Buy |
+5,307
| New | +$12.2K | ﹤0.01% | 1275 |
|
|
2022
Q2 | – | Sell |
-3,983
| Closed | -$10K | – | 2037 |
|
|
2022
Q1 | $10K | Hold |
3,983
| – | – | ﹤0.01% | 1448 |
|
|
2021
Q4 | $10K | Buy |
3,983
+880
| +28% | +$2.24K | ﹤0.01% | 1489 |
|
|
2021
Q3 | $8K | Hold |
3,103
| – | – | ﹤0.01% | 1511 |
|
|
2021
Q2 | $8K | Hold |
3,103
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q1 | $7K | Hold |
3,103
| – | – | ﹤0.01% | 1446 |
|
|
2020
Q4 | $6K | Hold |
3,103
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q3 | $4K | Hold |
3,103
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q2 | $5K | Sell |
3,103
-6,726
| -68% | -$10.1K | ﹤0.01% | 1450 |
|
|
2020
Q1 | $15K | Sell |
9,829
-263
| -3% | -$678 | ﹤0.01% | 1152 |
|
|
2019
Q4 | $33K | Buy |
10,092
+3,229
| +47% | +$9.77K | ﹤0.01% | 1023 |
|
|
2019
Q3 | $18K | Buy |
6,863
+1,572
| +30% | +$4.08K | ﹤0.01% | 1215 |
|
|
2019
Q2 | $15K | Hold |
5,291
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q1 | $17K | Buy |
5,291
+460
| +10% | +$1.41K | ﹤0.01% | 1037 |
|
|
2018
Q4 | $12K | Buy |
4,831
+1,728
| +56% | +$4.91K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $9K | Sell |
3,103
-303
| -9% | -$971 | ﹤0.01% | 1155 |
|
|
2018
Q2 | $11K | Buy |
3,406
+2,818
| +479% | +$10K | ﹤0.01% | 1120 |
|
|
2018
Q1 | $2K | Hold |
588
| – | – | ﹤0.01% | 1311 |
|
|
2017
Q4 | $2K | Buy |
+588
| New | +$2.12K | ﹤0.01% | 1179 |
|
Other funds holding LYG
MIP
CBU
