Bell Investment 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 | $6.35K | Hold |
1,494
| – | – | ﹤0.01% | 874 |
|
|
2025
Q1 | $5.71K | Hold |
1,494
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $4.06K | Hold |
1,494
| – | – | ﹤0.01% | 1020 |
|
|
2024
Q3 | $4.66K | Hold |
1,494
| – | – | ﹤0.01% | 962 |
|
|
2024
Q2 | $4.08K | Hold |
1,494
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q1 | $3.87K | Hold |
1,494
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q4 | $3.57K | Buy |
1,494
+1,245
| +500% | +$2.98K | ﹤0.01% | 1061 |
|
|
2023
Q3 | $531 | Hold |
249
| – | – | ﹤0.01% | 1766 |
|
|
2023
Q2 | $548 | Sell |
249
-222
| -47% | -$489 | ﹤0.01% | 1802 |
|
|
2023
Q1 | $1.09K | Hold |
471
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q4 | $1.04K | Sell |
471
-155
| -25% | -$341 | ﹤0.01% | 1571 |
|
|
2022
Q3 | $1K | Buy |
+626
| New | +$1K | ﹤0.01% | 1473 |
|
|
2021
Q4 | $5K | Hold |
1,873
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $5K | Buy |
+1,873
| New | +$5K | ﹤0.01% | 721 |
|