Brighton Jones LLC’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 | $79.8K | Buy |
18,778
+2,613
| +16% | +$11.1K | ﹤0.01% | 894 |
|
|
2025
Q1 | $61.8K | Buy |
16,165
+566
| +4% | +$2.16K | ﹤0.01% | 682 |
|
|
2024
Q4 | $42.4K | Buy |
15,599
+601
| +4% | +$1.64K | ﹤0.01% | 669 |
|
|
2024
Q3 | $46.8K | Sell |
14,998
-188
| -1% | -$587 | ﹤0.01% | 571 |
|
|
2024
Q2 | $41.5K | Buy |
15,186
+2,097
| +16% | +$5.73K | ﹤0.01% | 621 |
|
|
2024
Q1 | $33.9K | Buy |
13,089
+874
| +7% | +$2.26K | ﹤0.01% | 618 |
|
|
2023
Q4 | $29.2K | Buy |
+12,215
| New | +$29.2K | ﹤0.01% | 569 |
|
|
2022
Q1 | – | Sell |
-11,502
| Closed | -$29K | – | 534 |
|
|
2021
Q4 | $29K | Buy |
11,502
+417
| +4% | +$1.05K | ﹤0.01% | 525 |
|
|
2021
Q3 | $27K | Buy |
+11,085
| New | +$27K | ﹤0.01% | 482 |
|
|
2018
Q1 | – | Sell |
-18,361
| Closed | -$69K | – | 301 |
|
|
2017
Q4 | $69K | Buy |
18,361
+6,082
| +50% | +$22.9K | 0.01% | 288 |
|
|
2017
Q3 | $45K | Sell |
12,279
-16
| -0.1% | -$59 | 0.01% | 292 |
|
|
2017
Q2 | $43K | Buy |
+12,295
| New | +$43K | 0.01% | 272 |
|
|
2016
Q4 | – | Sell |
-11,578
| Closed | -$33.2K | – | 164 |
|
|
2016
Q3 | $33.2K | Buy |
+11,578
| New | +$33.2K | 0.01% | 232 |
|
|
2014
Q4 | – | Sell |
-15,569
| Closed | -$78K | – | 206 |
|
|
2014
Q3 | $78K | Sell |
15,569
-929
| -6% | -$4.65K | 0.02% | 203 |
|
|
2014
Q2 | $85K | Buy |
16,498
+929
| +6% | +$4.79K | 0.02% | 191 |
|
|
2014
Q1 | $79K | Hold |
15,569
| – | – | 0.02% | 186 |
|
|
2013
Q4 | $83K | Buy |
+15,569
| New | +$83K | 0.02% | 192 |
|