Cidel Asset Management’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
Q1 | – | Sell |
-11,202
| Closed | -$30.5K | – | 353 |
|
|
2024
Q4 | $30.5K | Sell |
11,202
-10,399
| -48% | -$28.3K | ﹤0.01% | 340 |
|
|
2024
Q3 | $67.4K | Hold |
21,601
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $59K | Hold |
21,601
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $55.9K | Sell |
21,601
-7,405
| -26% | -$19.2K | ﹤0.01% | 328 |
|
|
2023
Q4 | $69.3K | Sell |
29,006
-39,527
| -58% | -$94.5K | ﹤0.01% | 312 |
|
|
2023
Q3 | $146K | Hold |
68,533
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $151K | Sell |
68,533
-2,496
| -4% | -$5.49K | 0.01% | 145 |
|
|
2023
Q1 | $165K | Hold |
71,029
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $156K | Hold |
71,029
| – | – | 0.01% | 149 |
|
|
2022
Q3 | $127K | Hold |
71,029
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $145K | Buy |
71,029
+2,496
| +4% | +$5.1K | 0.01% | 140 |
|
|
2022
Q1 | $165K | Buy |
68,533
+11,497
| +20% | +$27.7K | 0.01% | 146 |
|
|
2021
Q4 | $145K | Buy |
+57,036
| New | +$145K | 0.01% | 150 |
|