Atria Investments’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 | $1.01M | Sell |
237,788
-55,749
| -19% | -$237K | 0.01% | 1033 |
|
|
2025
Q1 | $1.12M | Sell |
293,537
-13,923
| -5% | -$53.2K | 0.01% | 954 |
|
|
2024
Q4 | $836K | Buy |
307,460
+574
| +0.2% | +$1.56K | 0.01% | 1070 |
|
|
2024
Q3 | $957K | Buy |
306,886
+49,237
| +19% | +$154K | 0.01% | 988 |
|
|
2024
Q2 | $703K | Buy |
+257,649
| New | +$703K | 0.01% | 1126 |
|
|
2020
Q1 | – | Sell |
-90,299
| Closed | -$299K | – | 924 |
|
|
2019
Q4 | $299K | Buy |
+90,299
| New | +$299K | 0.01% | 976 |
|
|
2019
Q3 | – | Sell |
-47,815
| Closed | -$111K | – | 929 |
|
|
2019
Q2 | $111K | Buy |
47,815
+6,130
| +15% | +$14.2K | ﹤0.01% | 940 |
|
|
2019
Q1 | $134K | Buy |
41,685
+4,795
| +13% | +$15.4K | 0.01% | 899 |
|
|
2018
Q4 | $94K | Sell |
36,890
-30,546
| -45% | -$77.8K | ﹤0.01% | 861 |
|
|
2018
Q3 | $205K | Sell |
67,436
-2,889
| -4% | -$8.78K | 0.01% | 933 |
|
|
2018
Q2 | $234K | Buy |
70,325
+8,841
| +14% | +$29.4K | 0.01% | 834 |
|
|
2018
Q1 | $229K | Buy |
61,484
+10,111
| +20% | +$37.7K | 0.01% | 764 |
|
|
2017
Q4 | $193K | Buy |
51,373
+29,987
| +140% | +$113K | 0.01% | 776 |
|
|
2017
Q3 | $78K | Sell |
21,386
-2,060
| -9% | -$7.51K | ﹤0.01% | 783 |
|
|
2017
Q2 | $83K | Buy |
23,446
+1,825
| +8% | +$6.46K | 0.01% | 741 |
|
|
2017
Q1 | $74K | Sell |
21,621
-560
| -3% | -$1.92K | ﹤0.01% | 671 |
|
|
2016
Q4 | $69K | Buy |
22,181
+856
| +4% | +$2.66K | 0.01% | 623 |
|
|
2016
Q3 | $61K | Buy |
21,325
+1,004
| +5% | +$2.87K | 0.01% | 541 |
|
|
2016
Q2 | $55K | Sell |
20,321
-2,660
| -12% | -$7.2K | 0.01% | 465 |
|
|
2016
Q1 | $91K | Sell |
22,981
-3,814
| -14% | -$15.1K | 0.01% | 437 |
|
|
2015
Q4 | $109K | Buy |
26,795
+4,450
| +20% | +$18.1K | 0.01% | 392 |
|
|
2015
Q3 | $103K | Sell |
22,345
-3,088
| -12% | -$14.2K | 0.01% | 340 |
|
|
2015
Q2 | $138K | Buy |
25,433
+4,589
| +22% | +$24.9K | 0.02% | 386 |
|
|
2015
Q1 | $97K | Buy |
+20,844
| New | +$97K | 0.01% | 396 |
|