Allworth Financial’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
Q2 | $251K | Sell |
59,109
-4,182
| -7% | -$17.8K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $247K | Buy |
63,291
+179
| +0.3% | +$700 | ﹤0.01% | 879 |
|
|
2024
Q4 | $190K | Buy |
63,112
+41,879
| +197% | +$126K | ﹤0.01% | 960 |
|
|
2024
Q3 | $66.2K | Sell |
21,233
-889
| -4% | -$2.77K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $67K | Buy |
22,122
+688
| +3% | +$2.09K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $55.5K | Buy |
21,434
+402
| +2% | +$1.04K | ﹤0.01% | 1264 |
|
|
2023
Q4 | $50.3K | Buy |
21,032
+5,609
| +36% | +$13.4K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $32.9K | Buy |
15,423
+15,132
| +5,200% | +$32.2K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $641 | Buy |
+291
| New | +$641 | ﹤0.01% | 2842 |
|
|
2022
Q4 | – | Sell |
-828
| Closed | -$1K | – | 3119 |
|
|
2022
Q3 | $1K | Sell |
828
-97
| -10% | -$117 | ﹤0.01% | 2428 |
|
|
2022
Q2 | $2K | Buy |
+925
| New | +$2K | ﹤0.01% | 2010 |
|
|
2018
Q4 | – | Sell |
-6,121
| Closed | -$19K | – | 905 |
|
|
2018
Q3 | $19K | Hold |
6,121
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $20K | Buy |
6,121
+1,121
| +22% | +$3.66K | ﹤0.01% | 410 |
|
|
2018
Q1 | $19K | Hold |
5,000
| – | – | ﹤0.01% | 382 |
|
|
2017
Q4 | $19K | Buy |
+5,000
| New | +$19K | ﹤0.01% | 386 |
|