ACA
LYG icon

Atlas Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Atlas Capital Advisors’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-201
Closed -$627 – 958
2024
Q3 		$627 Sell
201
-202
-50% -$606 ﹤0.01% 869
2024
Q2 		$1.1K Buy
+403
New +$1.08K ﹤0.01% 847
2022
Q4 		– Sell
-2,097
Closed -$3.75K – 930
2022
Q3 		$3.75K Buy
+2,097
New +$4.35K ﹤0.01% 797
2022
Q2 		– Sell
-2,000
Closed -$4.82K – 1005
2022
Q1 		$4.82K Hold
2,000
– – ﹤0.01% 797
2021
Q4 		$5.1K Hold
2,000
– – ﹤0.01% 794
2021
Q3 		$4.9K Buy
+2,000
New +$4.9K ﹤0.01% 814

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ClearBridge Investments
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LC
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Dimensional Fund Advisors
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Northern Trust
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CIBC Private Wealth Group
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