Capital Asset Advisory Services’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 | $70.4K | Buy |
16,647
+17
| +0.1% | +$72 | ﹤0.01% | 271 |
|
|
2025
Q1 | $63.9K | Hold |
16,630
| – | – | ﹤0.01% | 282 |
|
|
2024
Q4 | $44.7K | Sell |
16,630
-1,777
| -10% | -$4.78K | ﹤0.01% | 309 |
|
|
2024
Q3 | $56K | Buy |
18,407
+42
| +0.2% | +$128 | ﹤0.01% | 317 |
|
|
2024
Q2 | $54K | Sell |
18,365
-1,486
| -7% | -$4.37K | ﹤0.01% | 314 |
|
|
2024
Q1 | $52.6K | Sell |
19,851
-1,727
| -8% | -$4.58K | ﹤0.01% | 314 |
|
|
2023
Q4 | $51.6K | Sell |
21,578
-16,085
| -43% | -$38.4K | ﹤0.01% | 305 |
|
|
2023
Q3 | $79.5K | Sell |
37,663
-9,139
| -20% | -$19.3K | 0.01% | 307 |
|
|
2023
Q2 | $107K | Sell |
46,802
-9,383
| -17% | -$21.4K | 0.01% | 329 |
|
|
2023
Q1 | $130K | Sell |
56,185
-5,233
| -9% | -$12.1K | 0.01% | 346 |
|
|
2022
Q4 | $149K | Sell |
61,418
-152,497
| -71% | -$371K | 0.01% | 360 |
|
|
2022
Q3 | $383K | Sell |
213,915
-84,973
| -28% | -$152K | 0.05% | 206 |
|
|
2022
Q2 | $610K | Sell |
298,888
-8,894
| -3% | -$18.2K | 0.07% | 202 |
|
|
2022
Q1 | $742K | Buy |
+307,782
| New | +$742K | 0.08% | 188 |
|
|
2021
Q1 | – | Sell |
-711
| Closed | -$1K | – | 1143 |
|
|
2020
Q4 | $1K | Buy |
+711
| New | +$1K | ﹤0.01% | 1524 |
|