Cetera Trust Company’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 | $424K | Buy |
99,725
+2,650
| +3% | +$11.3K | 0.25% | 75 |
|
|
2025
Q1 | $371K | Hold |
97,075
| – | – | 0.24% | 71 |
|
|
2024
Q4 | $264K | Buy |
97,075
+7,600
| +8% | +$20.7K | 0.17% | 119 |
|
|
2024
Q3 | $279K | Hold |
89,475
| – | – | 0.17% | 115 |
|
|
2024
Q2 | $244K | Hold |
89,475
| – | – | 0.15% | 122 |
|
|
2024
Q1 | $232K | Sell |
89,475
-14,345
| -14% | -$37.2K | 0.14% | 139 |
|
|
2023
Q4 | $248K | Buy |
+103,820
| New | +$248K | 0.15% | 125 |
|