Blue Trust Inc’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
$621K Sell
146,197
-3,403
-2% -$14.5K 0.01% 384
2025
Q1
$571K Buy
149,600
+18,238
+14% +$69.7K 0.01% 379
2024
Q4
$357K Sell
131,362
-80,063
-38% -$218K ﹤0.01% 473
2024
Q3
$577K Buy
211,425
+113,201
+115% +$309K 0.01% 412
2024
Q2
$254K Buy
98,224
+37,341
+61% +$96.7K ﹤0.01% 615
2024
Q1
$158K Sell
60,883
-227
-0.4% -$588 ﹤0.01% 585
2023
Q4
$130K Sell
61,110
-2,665
-4% -$5.67K ﹤0.01% 586
2023
Q3
$140K Buy
63,775
+35,953
+129% +$78.9K ﹤0.01% 527
2023
Q2
$65K Sell
27,822
-64,958
-70% -$152K ﹤0.01% 612
2023
Q1
$204K Buy
92,780
+43,953
+90% +$96.6K ﹤0.01% 535
2022
Q4
$87K Buy
48,827
+17,089
+54% +$30.4K ﹤0.01% 716
2022
Q3
$65K Buy
31,738
+20,794
+190% +$42.6K ﹤0.01% 668
2022
Q2
$26K Buy
+10,944
New +$26K ﹤0.01% 889