CAPTRUST Financial Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $189K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $70K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $176K | Buy |
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