CAPTRUST Financial Advisors’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 | $479K | Buy |
112,764
+11,814
| +12% | +$50.2K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $386K | Buy |
100,950
+56,167
| +125% | +$215K | ﹤0.01% | 1799 |
|
|
2024
Q4 | $122K | Sell |
44,783
-75,007
| -63% | -$204K | ﹤0.01% | 2189 |
|
|
2024
Q3 | $374K | Sell |
119,790
-9,760
| -8% | -$30.5K | ﹤0.01% | 1758 |
|
|
2024
Q2 | $354K | Sell |
129,550
-55,647
| -30% | -$152K | ﹤0.01% | 1710 |
|
|
2024
Q1 | $480K | Sell |
185,197
-67,027
| -27% | -$174K | ﹤0.01% | 1501 |
|
|
2023
Q4 | $603K | Sell |
252,224
-2,132
| -0.8% | -$5.1K | ﹤0.01% | 1611 |
|
|
2023
Q3 | $542K | Buy |
254,356
+174,831
| +220% | +$372K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $175K | Sell |
79,525
-1,768
| -2% | -$3.89K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $189K | Buy |
81,293
+15,981
| +24% | +$37.1K | ﹤0.01% | 2067 |
|
|
2022
Q4 | $144K | Buy |
65,312
+30,134
| +86% | +$66.3K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $63K | Buy |
35,178
+4,462
| +15% | +$7.99K | ﹤0.01% | 1971 |
|
|
2022
Q2 | $63K | Buy |
30,716
+1,621
| +6% | +$3.33K | ﹤0.01% | 2557 |
|
|
2022
Q1 | $70K | Buy |
29,095
+19,270
| +196% | +$46.4K | ﹤0.01% | 2536 |
|
|
2021
Q4 | $25K | Buy |
9,825
+7,336
| +295% | +$18.7K | ﹤0.01% | 3145 |
|
|
2021
Q3 | $6K | Hold |
2,489
| – | – | ﹤0.01% | 3876 |
|
|
2021
Q2 | $6K | Sell |
2,489
-114
| -4% | -$275 | ﹤0.01% | 3785 |
|
|
2021
Q1 | $6K | Buy |
2,603
+333
| +15% | +$768 | ﹤0.01% | 3659 |
|
|
2020
Q4 | $4K | Hold |
2,270
| – | – | ﹤0.01% | 2917 |
|
|
2020
Q3 | $3K | Buy |
+2,270
| New | +$3K | ﹤0.01% | 2668 |
|
|
2020
Q1 | – | Sell |
-52,792
| Closed | -$176K | – | 1408 |
|
|
2019
Q4 | $176K | Buy |
+52,792
| New | +$176K | ﹤0.01% | 987 |
|