Capital Investment Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Capital Investment Advisory Services’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,978	Closed	-$45.8K	–	1082
2025 Q1	$45.8K	Buy	11,978 +1,778	+17%	+$5.88K	﹤0.01%	716
2024 Q4	$27.7K	Sell	10,200 -746	-7%	-$2.13K	﹤0.01%	725
2024 Q3	$34.2K	Sell	10,946 -1,800	-14%	-$5.4K	﹤0.01%	740
2024 Q2	$34.8K	Sell	12,746 -754	-6%	-$2.02K	﹤0.01%	706
2024 Q1	$35K	Hold	13,500	–	–	﹤0.01%	703
2023 Q4	$32.3K	Hold	13,500	–	–	﹤0.01%	724
2023 Q3	$28.8K	Hold	13,500	–	–	﹤0.01%	693
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%	-$8.23K	﹤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%	+$3.83K	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%	+$5.16K	﹤0.01%	440
2019 Q4	$36K	Hold	11,000	–	–	0.01%	409
2019 Q3	$29K	Sell	11,000 -3,000	-21%	-$7.78K	0.01%	698
2019 Q2	$39K	Buy	14,000 +3,000	+27%	+$9.28K	0.01%	608
2019 Q1	$35K	Buy	+11,000	New	+$33.6K	0.01%	550

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Investment Advisory Services's LYG Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 11,978 shares — an estimated $45.8K sold.

Capital Investment Advisory Services first reported a position in LYG in Q1 2019 and held it in 25 quarters. The position peaked at $45.8K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

Capital Investment Advisory Services reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 11,978 Lloyds Banking Group shares in Q2 2025, an estimated $45.8K.
Capital Investment Advisory Services first reported a position in Lloyds Banking Group in Q1 2019 and held it in 25 quarters.
Capital Investment Advisory Services's Lloyds Banking Group position peaked at $45.8K in Q1 2025.
478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.