Capital Investment 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 | – | Sell |
-11,978
| Closed | -$45.8K | – | 1082 |
|
|
2025
Q1 | $45.8K | Buy |
11,978
+1,778
| +17% | +$6.79K | ﹤0.01% | 716 |
|
|
2024
Q4 | $27.7K | Sell |
10,200
-746
| -7% | -$2.03K | ﹤0.01% | 725 |
|
|
2024
Q3 | $34.2K | Sell |
10,946
-1,800
| -14% | -$5.62K | ﹤0.01% | 740 |
|
|
2024
Q2 | $34.8K | Sell |
12,746
-754
| -6% | -$2.06K | ﹤0.01% | 706 |
|
|
2024
Q1 | $35K | Hold |
13,500
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $32.3K | Hold |
13,500
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $28.8K | Hold |
13,500
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $29.7K | Hold |
13,500
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $31.3K | Hold |
13,500
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $29.7K | Sell |
13,500
-4,000
| -23% | -$8.8K | ﹤0.01% | 666 |
|
|
2022
Q3 | $31K | Hold |
17,500
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $36K | Hold |
17,500
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $42K | Hold |
17,500
| – | – | ﹤0.01% | 643 |
|
|
2021
Q4 | $45K | Buy |
17,500
+1,500
| +9% | +$3.86K | 0.01% | 612 |
|
|
2021
Q3 | $39K | Hold |
16,000
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $41K | Hold |
16,000
| – | – | 0.01% | 599 |
|
|
2021
Q1 | $37K | Hold |
16,000
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $31K | Hold |
16,000
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $21K | Hold |
16,000
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $24K | Buy |
16,000
+3,000
| +23% | +$4.5K | ﹤0.01% | 441 |
|
|
2020
Q1 | $20K | Buy |
13,000
+2,000
| +18% | +$3.08K | ﹤0.01% | 440 |
|
|
2019
Q4 | $36K | Hold |
11,000
| – | – | 0.01% | 409 |
|
|
2019
Q3 | $29K | Sell |
11,000
-3,000
| -21% | -$7.91K | 0.01% | 698 |
|
|
2019
Q2 | $39K | Buy |
14,000
+3,000
| +27% | +$8.36K | 0.01% | 608 |
|
|
2019
Q1 | $35K | Buy |
+11,000
| New | +$35K | 0.01% | 550 |
|