CarsonAllaria Wealth Management’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 | $148K | Sell |
34,809
-454
| -1% | -$1.93K | 0.08% | 83 |
|
|
2025
Q1 | $135K | Sell |
35,263
-131
| -0.4% | -$500 | 0.08% | 87 |
|
|
2024
Q4 | $96.3K | Sell |
35,394
-6,416
| -15% | -$17.5K | 0.06% | 104 |
|
|
2024
Q3 | $130K | Sell |
41,810
-4,426
| -10% | -$13.8K | 0.07% | 87 |
|
|
2024
Q2 | $126K | Sell |
46,236
-8,776
| -16% | -$24K | 0.08% | 81 |
|
|
2024
Q1 | $142K | Sell |
55,012
-8,239
| -13% | -$21.3K | 0.09% | 80 |
|
|
2023
Q4 | $151K | Buy |
63,251
+2,608
| +4% | +$6.23K | 0.11% | 74 |
|
|
2023
Q3 | $129K | Sell |
60,643
-8,732
| -13% | -$18.6K | 0.1% | 78 |
|
|
2023
Q2 | $153K | Buy |
69,375
+1,251
| +2% | +$2.75K | 0.12% | 78 |
|
|
2023
Q1 | $158K | Sell |
68,124
-640
| -0.9% | -$1.49K | 0.13% | 74 |
|
|
2022
Q4 | $151K | Hold |
68,764
| – | – | 0.13% | 73 |
|
|
2022
Q3 | $123K | Buy |
68,764
+971
| +1% | +$1.74K | 0.11% | 82 |
|
|
2022
Q2 | $138K | Buy |
67,793
+1,557
| +2% | +$3.17K | 0.13% | 81 |
|
|
2022
Q1 | $160K | Hold |
66,236
| – | – | 0.14% | 74 |
|
|
2021
Q4 | $169K | Buy |
+66,236
| New | +$169K | 0.15% | 74 |
|