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Carolinas Wealth Consulting’s Lloyds Banking Group LYG Stock Holding History

Carolinas Wealth Consulting’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
-1,539
Closed -$5.88K – 556
2025
Q1 		$5.88K Buy
1,539
+70
+5% +$231 ﹤0.01% 585
2024
Q4 		$4K Buy
1,469
+497
+51% +$1.42K ﹤0.01% 679
2024
Q3 		$3.03K Buy
972
+88
+10% +$264 ﹤0.01% 744
2024
Q2 		$2.41K Buy
+884
New +$2.37K ﹤0.01% 768

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carolinas Wealth Consulting's LYG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 1,539 shares — an estimated $5.88K sold.

Carolinas Wealth Consulting first reported a position in LYG in Q2 2024 and held it in 4 quarters. The position peaked at $5.88K in Q1 2025. 477 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,539 Lloyds Banking Group shares in Q2 2025, an estimated $5.88K.
  • Carolinas Wealth Consulting first reported a position in Lloyds Banking Group in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Lloyds Banking Group position peaked at $5.88K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.