Cape Investment Advisory’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $328K | Buy |
|
|||||
|
2025
Q3 | $268K | Buy |
|
|||||
|
2025
Q2 | $243K | Buy |
|
|||||
|
2025
Q1 | $212K | Sell |
|
|||||
|
2024
Q4 | $160K | Buy |
|
|||||
|
2024
Q3 | $180K | Sell |
|
|||||
|
2024
Q2 | $164K | Sell |
|
|||||
|
2024
Q1 | $157K | Buy |
|
|||||
|
2023
Q4 | $138K | Buy |
|
|||||
|
2023
Q3 | $120K | Buy |
|
|||||
|
2023
Q2 | $119K | Buy |
|
|||||
|
2023
Q1 | $114K | Buy |
|