Avantax Advisory Services’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 | $2.85M | Sell |
670,415
-48,814
| -7% | -$207K | 0.02% | 642 |
|
|
2025
Q1 | $2.75M | Buy |
719,229
+87,102
| +14% | +$333K | 0.02% | 612 |
|
|
2024
Q4 | $1.72M | Buy |
632,127
+24,392
| +4% | +$66.3K | 0.01% | 784 |
|
|
2024
Q3 | $1.9M | Buy |
607,735
+135,009
| +29% | +$421K | 0.01% | 724 |
|
|
2024
Q2 | $1.29M | Buy |
472,726
+180,056
| +62% | +$492K | 0.01% | 853 |
|
|
2024
Q1 | $758K | Buy |
292,670
+96,299
| +49% | +$249K | 0.01% | 862 |
|
|
2023
Q4 | $469K | Buy |
196,371
+117,919
| +150% | +$282K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $167K | Buy |
78,452
+45,050
| +135% | +$96K | ﹤0.01% | 1448 |
|
|
2023
Q2 | $73.5K | Sell |
33,402
-2,915
| -8% | -$6.41K | ﹤0.01% | 1461 |
|
|
2023
Q1 | $84.3K | Sell |
36,317
-5,478
| -13% | -$12.7K | ﹤0.01% | 1429 |
|
|
2022
Q4 | $91.9K | Buy |
41,795
+404
| +1% | +$889 | ﹤0.01% | 1368 |
|
|
2022
Q3 | $74K | Sell |
41,391
-438
| -1% | -$783 | ﹤0.01% | 1283 |
|
|
2022
Q2 | $85K | Sell |
41,829
-1,846
| -4% | -$3.75K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $105K | Buy |
43,675
+16,110
| +58% | +$38.7K | ﹤0.01% | 1237 |
|
|
2021
Q4 | $70K | Buy |
27,565
+16,790
| +156% | +$42.6K | ﹤0.01% | 1224 |
|
|
2021
Q3 | $26K | Buy |
+10,775
| New | +$26K | ﹤0.01% | 1168 |
|
|
2020
Q4 | – | Sell |
-23,106
| Closed | -$29K | – | 1172 |
|
|
2020
Q3 | $29K | Buy |
+23,106
| New | +$29K | ﹤0.01% | 1352 |
|