Anchor Investment Management’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 | $281K | Sell |
66,000
-10,000
| -13% | -$42.5K | 0.02% | 317 |
|
|
2025
Q1 | $290K | Hold |
76,000
| – | – | 0.03% | 310 |
|
|
2024
Q4 | $207K | Hold |
76,000
| – | – | 0.02% | 358 |
|
|
2024
Q3 | $237K | Sell |
76,000
-2,000
| -3% | -$6.24K | 0.02% | 338 |
|
|
2024
Q2 | $213K | Sell |
78,000
-25,000
| -24% | -$68.3K | 0.02% | 343 |
|
|
2024
Q1 | $267K | Sell |
103,000
-1,500
| -1% | -$3.89K | 0.03% | 317 |
|
|
2023
Q4 | $250K | Sell |
104,500
-56,750
| -35% | -$136K | 0.03% | 314 |
|
|
2023
Q3 | $343K | Sell |
161,250
-1,250
| -0.8% | -$2.66K | 0.04% | 275 |
|
|
2023
Q2 | $358K | Hold |
162,500
| – | – | 0.05% | 270 |
|
|
2023
Q1 | $377K | Hold |
162,500
| – | – | 0.05% | 260 |
|
|
2022
Q4 | $358K | Sell |
162,500
-3,000
| -2% | -$6.6K | 0.05% | 261 |
|
|
2022
Q3 | $296K | Hold |
165,500
| – | – | 0.05% | 272 |
|
|
2022
Q2 | $338K | Buy |
165,500
+15,000
| +10% | +$30.6K | 0.05% | 270 |
|
|
2022
Q1 | $363K | Buy |
150,500
+8,000
| +6% | +$19.3K | 0.05% | 293 |
|
|
2021
Q4 | $363K | Buy |
142,500
+7,000
| +5% | +$17.9K | 0.05% | 296 |
|
|
2021
Q3 | $332K | Buy |
135,500
+33,000
| +32% | +$80.9K | 0.05% | 286 |
|
|
2021
Q2 | $261K | Buy |
+102,500
| New | +$261K | 0.04% | 321 |
|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$4.9K | – | 978 |
|
|
2020
Q4 | $4.9K | Sell |
2,500
-4,500
| -64% | -$8.82K | ﹤0.01% | 751 |
|
|
2020
Q3 | $9.1K | Sell |
7,000
-4,000
| -36% | -$5.2K | ﹤0.01% | 673 |
|
|
2020
Q2 | $16.5K | Sell |
11,000
-9,900
| -47% | -$14.9K | ﹤0.01% | 576 |
|
|
2020
Q1 | $31.6K | Sell |
20,900
-1,200
| -5% | -$1.81K | 0.01% | 491 |
|
|
2019
Q4 | $73.2K | Sell |
22,100
-3,208
| -13% | -$10.6K | 0.02% | 416 |
|
|
2019
Q3 | $66.8K | Sell |
25,308
-2,000
| -7% | -$5.28K | 0.02% | 420 |
|
|
2019
Q2 | $77.6K | Hold |
27,308
| – | – | 0.02% | 396 |
|
|
2019
Q1 | $87.7K | Hold |
27,308
| – | – | 0.02% | 383 |
|
|
2018
Q4 | $69.9K | Sell |
27,308
-4,000
| -13% | -$10.2K | 0.02% | 386 |
|
|
2018
Q3 | $95.2K | Buy |
31,308
+15,600
| +99% | +$47.4K | 0.02% | 385 |
|
|
2018
Q2 | $52.3K | Buy |
15,708
+8,500
| +118% | +$28.3K | 0.01% | 477 |
|
|
2018
Q1 | $26.8K | Hold |
7,208
| – | – | 0.01% | 547 |
|
|
2017
Q4 | $27K | Hold |
7,208
| – | – | 0.01% | 537 |
|
|
2017
Q3 | $26.4K | Buy |
7,208
+2,000
| +38% | +$7.32K | 0.01% | 531 |
|
|
2017
Q2 | $18.4K | Hold |
5,208
| – | – | 0.01% | 502 |
|
|
2017
Q1 | $17.7K | Sell |
5,208
-300
| -5% | -$1.02K | 0.01% | 500 |
|
|
2016
Q4 | $17.1K | Sell |
5,508
-500
| -8% | -$1.55K | 0.01% | 486 |
|
|
2016
Q3 | $17.2K | Hold |
6,008
| – | – | 0.01% | 458 |
|
|
2016
Q2 | $17.8K | Hold |
6,008
| – | – | 0.01% | 453 |
|
|
2016
Q1 | $23.7K | Buy |
+6,008
| New | +$23.7K | 0.01% | 410 |
|