Bard Financial 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 | $8.73M | Sell |
2,053,105
-215,700
| -10% | -$917K | 1.04% | 27 |
|
|
2025
Q1 | $8.67M | Sell |
2,268,805
-157,500
| -6% | -$602K | 1.06% | 25 |
|
|
2024
Q4 | $6.6M | Buy |
2,426,305
+13,500
| +0.6% | +$36.7K | 0.79% | 35 |
|
|
2024
Q3 | $7.53M | Sell |
2,412,805
-159,500
| -6% | -$498K | 0.89% | 31 |
|
|
2024
Q2 | $7.02M | Buy |
2,572,305
+35,500
| +1% | +$96.9K | 0.73% | 35 |
|
|
2024
Q1 | $6.57M | Buy |
2,536,805
+128,335
| +5% | +$332K | 0.7% | 41 |
|
|
2023
Q4 | $5.76M | Buy |
2,408,470
+44,150
| +2% | +$106K | 0.65% | 42 |
|
|
2023
Q3 | $5.04M | Buy |
2,364,320
+22,750
| +1% | +$48.5K | 0.62% | 44 |
|
|
2023
Q2 | $5.15M | Buy |
2,341,570
+56,300
| +2% | +$124K | 0.39% | 67 |
|
|
2023
Q1 | $5.3M | Buy |
2,285,270
+36,140
| +2% | +$83.8K | 0.42% | 64 |
|
|
2022
Q4 | $4.95M | Buy |
2,249,130
+62,000
| +3% | +$136K | 0.42% | 59 |
|
|
2022
Q3 | $3.92M | Buy |
2,187,130
+93,500
| +4% | +$167K | 0.37% | 67 |
|
|
2022
Q2 | $4.27M | Buy |
2,093,630
+202,925
| +11% | +$414K | 0.39% | 66 |
|
|
2022
Q1 | $4.56M | Sell |
1,890,705
-46,080
| -2% | -$111K | 0.37% | 66 |
|
|
2021
Q4 | $4.94M | Sell |
1,936,785
-25,790
| -1% | -$65.8K | 0.4% | 64 |
|
|
2021
Q3 | $4.81M | Buy |
1,962,575
+39,320
| +2% | +$96.3K | 0.43% | 64 |
|
|
2021
Q2 | $4.9M | Sell |
1,923,255
-21,290
| -1% | -$54.3K | 0.44% | 63 |
|
|
2021
Q1 | $4.51M | Buy |
1,944,545
+89,995
| +5% | +$209K | 0.44% | 61 |
|
|
2020
Q4 | $3.64M | Buy |
+1,854,550
| New | +$3.64M | 0.36% | 75 |
|