Cape Investment Advisory’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 | $243K | Buy |
57,211
+1,832
| +3% | +$7.79K | 0.09% | 169 |
|
|
2025
Q1 | $212K | Sell |
55,379
-3,530
| -6% | -$13.5K | 0.08% | 171 |
|
|
2024
Q4 | $160K | Buy |
58,909
+1,077
| +2% | +$2.93K | 0.06% | 193 |
|
|
2024
Q3 | $180K | Sell |
57,832
-2,385
| -4% | -$7.44K | 0.07% | 177 |
|
|
2024
Q2 | $164K | Sell |
60,217
-583
| -1% | -$1.59K | 0.07% | 175 |
|
|
2024
Q1 | $157K | Buy |
60,800
+3,147
| +5% | +$8.15K | 0.07% | 169 |
|
|
2023
Q4 | $138K | Buy |
57,653
+1,148
| +2% | +$2.74K | 0.07% | 181 |
|
|
2023
Q3 | $120K | Buy |
56,505
+2,539
| +5% | +$5.41K | 0.07% | 188 |
|
|
2023
Q2 | $119K | Buy |
53,966
+5,015
| +10% | +$11K | 0.07% | 183 |
|
|
2023
Q1 | $114K | Buy |
+48,951
| New | +$114K | 0.07% | 176 |
|