Beacon Pointe Advisors’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 | $49.7K | Buy |
11,695
+236
| +2% | +$1K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $43.8K | Sell |
11,459
-695
| -6% | -$2.66K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $33.1K | Sell |
12,154
-10,380
| -46% | -$28.2K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $70.3K | Sell |
22,534
-4,017
| -15% | -$12.5K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $72.5K | Buy |
26,551
+2,786
| +12% | +$7.61K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $61.6K | Buy |
23,765
+948
| +4% | +$2.46K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $54.5K | Sell |
22,817
-2,252
| -9% | -$5.38K | ﹤0.01% | 1275 |
|
|
2023
Q3 | $53.4K | Buy |
25,069
+590
| +2% | +$1.26K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $53.9K | Sell |
24,479
-4,223
| -15% | -$9.29K | ﹤0.01% | 1055 |
|
|
2023
Q1 | $66.6K | Buy |
28,702
+4,652
| +19% | +$10.8K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $52.9K | Sell |
24,050
-477
| -2% | -$1.05K | ﹤0.01% | 1040 |
|
|
2022
Q3 | $45K | Sell |
24,527
-5,645
| -19% | -$10.4K | ﹤0.01% | 981 |
|
|
2022
Q2 | $62K | Sell |
30,172
-43,706
| -59% | -$89.8K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $178K | Buy |
73,878
+58,229
| +372% | +$140K | ﹤0.01% | 1134 |
|
|
2021
Q4 | $40K | Buy |
+15,649
| New | +$40K | ﹤0.01% | 915 |
|
|
2020
Q1 | – | Sell |
-69,444
| Closed | -$230K | – | 304 |
|
|
2019
Q4 | $230K | Buy |
+69,444
| New | +$230K | 0.07% | 197 |
|