Choate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Hold |
23,163
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $88.5K | Sell |
23,163
-595
| -3% | -$2.27K | ﹤0.01% | 392 |
|
|
2024
Q4 | $64.6K | Buy |
+23,758
| New | +$64.6K | ﹤0.01% | 401 |
|
|
2024
Q1 | – | Sell |
-11,109
| Closed | -$26.6K | – | 419 |
|
|
2023
Q4 | $26.6K | Sell |
11,109
-10,119
| -48% | -$24.2K | ﹤0.01% | 377 |
|
|
2023
Q3 | $45.2K | Buy |
+21,228
| New | +$45.2K | ﹤0.01% | 404 |
|
|
2021
Q1 | – | Sell |
-50,000
| Closed | -$98K | – | 307 |
|
|
2020
Q4 | $98K | Buy |
+50,000
| New | +$98K | 0.01% | 251 |
|