BSW Wealth Partners’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 | $169K | Buy |
39,687
+703
| +2% | +$2.99K | 0.02% | 312 |
|
|
2025
Q1 | $149K | Sell |
38,984
-2,955
| -7% | -$11.3K | 0.02% | 300 |
|
|
2024
Q4 | $114K | Buy |
41,939
+4,903
| +13% | +$13.3K | 0.02% | 302 |
|
|
2024
Q3 | $116K | Sell |
37,036
-1,696
| -4% | -$5.29K | 0.02% | 291 |
|
|
2024
Q2 | $106K | Sell |
38,732
-6,536
| -14% | -$17.8K | 0.02% | 291 |
|
|
2024
Q1 | $117K | Sell |
45,268
-49,979
| -52% | -$129K | 0.02% | 297 |
|
|
2023
Q4 | $228K | Buy |
95,247
+11,636
| +14% | +$27.8K | 0.05% | 244 |
|
|
2023
Q3 | $178K | Buy |
83,611
+35,599
| +74% | +$75.8K | 0.04% | 232 |
|
|
2023
Q2 | $106K | Sell |
48,012
-984
| -2% | -$2.17K | 0.02% | 269 |
|
|
2023
Q1 | $114K | Sell |
48,996
-16,783
| -26% | -$38.9K | 0.02% | 306 |
|
|
2022
Q4 | $145K | Sell |
65,779
-31,014
| -32% | -$68.4K | 0.03% | 291 |
|
|
2022
Q3 | $173K | Buy |
96,793
+29,844
| +45% | +$53.3K | 0.04% | 257 |
|
|
2022
Q2 | $137K | Buy |
66,949
+8,450
| +14% | +$17.3K | 0.03% | 265 |
|
|
2022
Q1 | $141K | Buy |
58,499
+38,187
| +188% | +$92K | 0.04% | 283 |
|
|
2021
Q4 | $52K | Buy |
+20,312
| New | +$52K | 0.01% | 257 |
|
|
2021
Q3 | – | Sell |
-20,899
| Closed | -$53K | – | 263 |
|
|
2021
Q2 | $53K | Buy |
+20,899
| New | +$53K | 0.01% | 240 |
|
|
2021
Q1 | – | Sell |
-13,628
| Closed | -$27K | – | 222 |
|
|
2020
Q4 | $27K | Sell |
13,628
-446
| -3% | -$884 | 0.01% | 183 |
|
|
2020
Q3 | $18K | Buy |
+14,074
| New | +$18K | 0.01% | 155 |
|
|
2018
Q4 | – | Sell |
-23,304
| Closed | -$71K | – | 119 |
|
|
2018
Q3 | $71K | Hold |
23,304
| – | – | 0.03% | 138 |
|
|
2018
Q2 | $78K | Buy |
23,304
+5,385
| +30% | +$18K | 0.03% | 91 |
|
|
2018
Q1 | $67K | Hold |
17,919
| – | – | 0.03% | 86 |
|
|
2017
Q4 | $67K | Buy |
+17,919
| New | +$67K | 0.03% | 89 |
|