Callan Capital’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
Q1
$360K Buy
94,353
+19,080
+25% +$72.9K 0.03% 255
2024
Q4
$205K Sell
75,273
-22,071
-23% -$60K 0.02% 319
2024
Q3
$304K Buy
97,344
+11,022
+13% +$34.4K 0.02% 259
2024
Q2
$236K Buy
86,322
+34,404
+66% +$93.9K 0.02% 277
2024
Q1
$134K Buy
51,918
+11,391
+28% +$29.5K 0.01% 286
2023
Q4
$96.9K Buy
40,527
+29,136
+256% +$69.6K 0.01% 225
2023
Q3
$24.3K Buy
+11,391
New +$24.3K ﹤0.01% 202