Cetera 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $706K | Buy |
272,764
+33,473
| +14% | +$86.7K | 0.01% | 1376 |
|
2023
Q4 | $572K | Buy |
239,291
+6,205
| +3% | +$14.8K | 0.01% | 1047 |
|
2023
Q3 | $496K | Buy |
233,086
+2,206
| +1% | +$4.7K | 0.01% | 1077 |
|
2023
Q2 | $508K | Hold |
230,880
| – | – | 0.01% | 1050 |
|
2023
Q1 | $536K | Buy |
230,880
+2,117
| +0.9% | +$4.91K | 0.01% | 981 |
|
2022
Q4 | $503K | Buy |
228,763
+2,253
| +1% | +$4.96K | 0.01% | 971 |
|
2022
Q3 | $405K | Hold |
226,510
| – | – | 0.01% | 875 |
|
2022
Q2 | $462K | Sell |
226,510
-191,143
| -46% | -$390K | 0.01% | 881 |
|
2022
Q1 | $1.01M | Buy |
417,653
+191,143
| +84% | +$461K | 0.02% | 603 |
|
2021
Q4 | $578K | Sell |
226,510
-199,997
| -47% | -$510K | 0.01% | 832 |
|
2021
Q3 | $1.05M | Sell |
426,507
-5,300
| -1% | -$13K | 0.02% | 600 |
|
2021
Q2 | $1.1M | Buy |
431,807
+27,247
| +7% | +$69.5K | 0.03% | 515 |
|
2021
Q1 | $939K | Sell |
404,560
-10,944
| -3% | -$25.4K | 0.03% | 507 |
|
2020
Q4 | $814K | Sell |
415,504
-126,150
| -23% | -$247K | 0.03% | 477 |
|
2020
Q3 | $704K | Sell |
541,654
-7,156
| -1% | -$9.3K | 0.03% | 452 |
|
2020
Q2 | $823K | Hold |
548,810
| – | – | 0.04% | 407 |
|
2020
Q1 | $829K | Buy |
548,810
+3,006
| +0.6% | +$4.54K | 0.04% | 353 |
|
2019
Q4 | $1.81M | Sell |
545,804
-1,082
| -0.2% | -$3.58K | 0.08% | 251 |
|
2019
Q3 | $1.44M | Buy |
546,886
+38,000
| +7% | +$100K | 0.06% | 281 |
|
2019
Q2 | $1.45M | Sell |
508,886
-457
| -0.1% | -$1.3K | 0.06% | 290 |
|
2019
Q1 | $1.63M | Hold |
509,343
| – | – | 0.08% | 240 |
|
2018
Q4 | $1.31M | Buy |
509,343
+4,874
| +1% | +$12.5K | 0.08% | 262 |
|
2018
Q3 | $1.53M | Buy |
504,469
+32,237
| +7% | +$98K | 0.08% | 257 |
|
2018
Q2 | $1.57M | Sell |
472,232
-53,580
| -10% | -$178K | 0.09% | 226 |
|
2018
Q1 | $1.96M | Buy |
525,812
+1,384
| +0.3% | +$5.15K | 0.12% | 188 |
|
2017
Q4 | $1.97M | Hold |
524,428
| – | – | 0.12% | 175 |
|
2017
Q3 | $1.92M | Buy |
524,428
+7,000
| +1% | +$25.6K | 0.12% | 191 |
|
2017
Q2 | $1.83M | Buy |
517,428
+16,100
| +3% | +$56.9K | 0.11% | 198 |
|
2017
Q1 | $1.7M | Buy |
+501,328
| New | +$1.7M | 0.11% | 197 |
|
2014
Q4 | – | Sell |
-16,914
| Closed | -$85K | – | 682 |
|
2014
Q3 | $85K | Buy |
+16,914
| New | +$85K | 0.01% | 593 |
|