Brinker Capital Investments’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
$931K Sell
219,161
-716,786
-77% -$3.05M 0.01% 1227
2025
Q1
$3.58M Buy
935,947
+83,317
+10% +$318K 0.04% 462
2024
Q4
$2.32M Sell
852,630
-92,950
-10% -$253K 0.02% 629
2024
Q3
$2.95M Buy
945,580
+397,454
+73% +$1.24M 0.03% 515
2024
Q2
$1.5M Buy
548,126
+396,044
+260% +$1.08M 0.02% 780
2024
Q1
$394K Sell
152,082
-40,308
-21% -$104K ﹤0.01% 1369
2023
Q4
$469K Sell
192,390
-37,351
-16% -$91.1K 0.01% 1235
2023
Q3
$489K Buy
229,741
+7,275
+3% +$15.5K 0.01% 1214
2023
Q2
$489K Buy
222,466
+114,042
+105% +$251K 0.01% 1216
2023
Q1
$252K Buy
108,424
+2,094
+2% +$4.86K ﹤0.01% 1412
2022
Q4
$234K Sell
106,330
-22,876
-18% -$50.3K ﹤0.01% 1243
2022
Q3
$231K Sell
129,206
-11,882
-8% -$21.2K ﹤0.01% 1225
2022
Q2
$288K Buy
141,088
+7,343
+5% +$15K 0.01% 1184
2022
Q1
$322K Buy
133,745
+37,993
+40% +$91.5K 0.01% 1197
2021
Q4
$244K Buy
+95,752
New +$244K ﹤0.01% 1312