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