Charles Schwab’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 | $7.06M | Buy |
1,661,204
+309,670
| +23% | +$1.32M | ﹤0.01% | 2175 |
|
|
2025
Q1 | $5.16M | Buy |
1,351,534
+225,112
| +20% | +$860K | ﹤0.01% | 2257 |
|
|
2024
Q4 | $3.06M | Buy |
1,126,422
+70,838
| +7% | +$193K | ﹤0.01% | 2544 |
|
|
2024
Q3 | $3.29M | Buy |
1,055,584
+180,178
| +21% | +$562K | ﹤0.01% | 2556 |
|
|
2024
Q2 | $2.39M | Buy |
875,406
+278,349
| +47% | +$760K | ﹤0.01% | 2647 |
|
|
2024
Q1 | $1.55M | Buy |
597,057
+197,878
| +50% | +$513K | ﹤0.01% | 2667 |
|
|
2023
Q4 | $954K | Buy |
399,179
+138,829
| +53% | +$332K | ﹤0.01% | 2846 |
|
|
2023
Q3 | $555K | Buy |
260,350
+67,485
| +35% | +$144K | ﹤0.01% | 3010 |
|
|
2023
Q2 | $424K | Buy |
192,865
+54,666
| +40% | +$120K | ﹤0.01% | 3131 |
|
|
2023
Q1 | $321K | Buy |
138,199
+66,927
| +94% | +$155K | ﹤0.01% | 3073 |
|
|
2022
Q4 | $157K | Buy |
+71,272
| New | +$157K | ﹤0.01% | 3216 |
|