Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.16M | Buy |
627,564
+65,640
| +12% | +$360K | ﹤0.01% | 1230 |
|
|
2025
Q4 | $2.98M | Buy |
561,924
+71,546
| +15% | +$346K | ﹤0.01% | 1182 |
|
|
2025
Q3 | $2.23M | Buy |
490,378
+8,626
| +2% | +$37.7K | ﹤0.01% | 1242 |
|
|
2025
Q2 | $2.05M | Sell |
481,752
-209,932
| -30% | -$834K | ﹤0.01% | 1207 |
|
|
2025
Q1 | $2.64M | Buy |
691,684
+65,225
| +10% | +$216K | 0.01% | 992 |
|
|
2024
Q4 | $1.88M | Sell |
626,459
-61,374
| -9% | -$175K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $2.15M | Buy |
687,833
+290,927
| +73% | +$873K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $1.08M | Sell |
396,906
-37,946
| -9% | -$102K | ﹤0.01% | 1188 |
|
|
2024
Q1 | $1.13M | Buy |
434,852
+229,368
| +112% | +$526K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $491K | Buy |
205,484
+89,059
| +76% | +$191K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $248K | Sell |
116,425
-60,830
| -34% | -$132K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $390K | Buy |
177,255
+17,710
| +11% | +$40.6K | ﹤0.01% | 1288 |
|
|
2023
Q1 | $1.86M | Buy |
159,545
+29,905
| +23% | +$72.4K | ﹤0.01% | 745 |
|
|
2022
Q4 | $287K | Sell |
129,640
-32,492
| -20% | -$66.8K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $289K | Buy |
162,132
+31,629
| +24% | +$65.7K | ﹤0.01% | 907 |
|
|
2022
Q2 | $266K | Buy |
130,503
+105,995
| +432% | +$234K | ﹤0.01% | 953 |
|
|
2022
Q1 | $61K | Sell |
24,508
-44,090
| -64% | -$117K | ﹤0.01% | 913 |
|
|
2021
Q4 | $180K | Buy |
68,598
+55,431
| +421% | +$141K | ﹤0.01% | 941 |
|
|
2021
Q3 | $32K | Buy |
13,167
+244
| +2% | +$598 | ﹤0.01% | 677 |
|
|
2021
Q2 | $33K | Buy |
12,923
+206
| +2% | +$529 | ﹤0.01% | 704 |
|
|
2021
Q1 | $30K | Sell |
12,717
-3,569
| -22% | -$7.41K | ﹤0.01% | 691 |
|
|
2020
Q4 | $32K | Sell |
16,286
-22,275
| -58% | -$37.5K | ﹤0.01% | 635 |
|
|
2020
Q3 | $50K | Sell |
38,561
-513
| -1% | -$719 | ﹤0.01% | 495 |
|
|
2020
Q2 | $59K | Sell |
39,074
-725
| -2% | -$1.09K | ﹤0.01% | 446 |
|
|
2020
Q1 | $60K | Buy |
39,799
+9,282
| +30% | +$23.9K | ﹤0.01% | 434 |
|
|
2019
Q4 | $101K | Sell |
30,517
-32,534
| -52% | -$98.4K | 0.01% | 524 |
|
|
2019
Q3 | $166K | Buy |
63,051
+30,820
| +96% | +$79.9K | 0.01% | 459 |
|
|
2019
Q2 | $92K | Sell |
32,231
-34,127
| -51% | -$106K | 0.01% | 467 |
|
|
2019
Q1 | $213K | Sell |
66,358
-24,157
| -27% | -$73.9K | 0.01% | 491 |
|
|
2018
Q4 | $232K | Sell |
90,515
-14,737
| -14% | -$41.9K | 0.02% | 450 |
|
|
2018
Q3 | $320K | Buy |
105,252
+18,804
| +22% | +$60.3K | 0.02% | 404 |
|
|
2018
Q2 | $288K | Buy |
86,448
+62,438
| +260% | +$222K | 0.02% | 430 |
|
|
2018
Q1 | $89K | Sell |
24,010
-10,880
| -31% | -$42.1K | 0.01% | 513 |
|
|
2017
Q4 | $131K | Buy |
34,890
+7,104
| +26% | +$25.6K | 0.01% | 547 |
|
|
2017
Q3 | $102K | Buy |
27,786
+22,948
| +474% | +$80K | 0.01% | 559 |
|
|
2017
Q2 | $282K | Sell |
4,838
-14,505
| -75% | -$51.5K | 0.02% | 299 |
|
|
2017
Q1 | $66K | Buy |
+19,343
| New | +$65.2K | 0.01% | 428 |
|
Other funds holding LYG
MIP
CBU
