Claro Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-37,280
| Closed | -$142K | – | 455 |
|
|
2025
Q1 | $142K | Sell |
37,280
-2,462
| -6% | -$8.14K | 0.02% | 500 |
|
|
2024
Q4 | $108K | Sell |
39,742
-779
| -2% | -$2.23K | 0.01% | 480 |
|
|
2024
Q3 | $126K | Sell |
40,521
-3,992
| -9% | -$12K | 0.02% | 504 |
|
|
2024
Q2 | $122K | Sell |
44,513
-6,224
| -12% | -$16.7K | 0.02% | 421 |
|
|
2024
Q1 | $131K | Buy |
50,737
+1,206
| +2% | +$2.77K | 0.02% | 415 |
|
|
2023
Q4 | $118K | Hold |
49,531
| – | – | 0.03% | 381 |
|
|
2023
Q3 | $106K | Sell |
49,531
-2,606
| -5% | -$5.65K | 0.03% | 362 |
|
|
2023
Q2 | $115K | Buy |
52,137
+35,743
| +218% | +$82K | 0.03% | 365 |
|
|
2023
Q1 | $38K | Hold |
16,394
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $36.1K | Buy |
16,394
+80
| +0.5% | +$165 | 0.01% | 319 |
|
|
2022
Q3 | $33K | Hold |
16,314
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $33K | Buy |
16,314
+2,856
| +21% | +$6.3K | 0.01% | 277 |
|
|
2022
Q1 | $34K | Hold |
13,458
| – | – | 0.01% | 279 |
|
|
2021
Q4 | $34K | Buy |
13,458
+2,799
| +26% | +$7.14K | 0.01% | 279 |
|
|
2021
Q3 | $26K | Buy |
10,659
+62
| +0.6% | +$152 | 0.01% | 254 |
|
|
2021
Q2 | $27K | Buy |
10,597
+47
| +0.4% | +$121 | 0.01% | 236 |
|
|
2021
Q1 | $24K | Hold |
10,550
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $21K | Sell |
10,550
-2,110
| -17% | -$3.56K | 0.01% | 212 |
|
|
2020
Q3 | $16K | Sell |
12,660
-2,015
| -14% | -$2.83K | 0.01% | 194 |
|
|
2020
Q2 | $22K | Sell |
14,675
-2,110
| -13% | -$3.16K | 0.02% | 184 |
|
|
2020
Q1 | $25K | Buy |
16,785
+1,866
| +13% | +$4.81K | 0.02% | 155 |
|
|
2019
Q4 | $49K | Buy |
14,919
+754
| +5% | +$2.28K | 0.04% | 171 |
|
|
2019
Q3 | $37K | Buy |
14,165
+687
| +5% | +$1.78K | 0.03% | 163 |
|
|
2019
Q2 | $38K | Buy |
+13,478
| New | +$41.7K | 0.04% | 158 |
|
|
2019
Q1 | – | Sell |
-3,247
| Closed | -$10K | – | 618 |
|
|
2018
Q4 | $10K | Buy |
+3,247
| New | +$9.23K | 0.01% | 679 |
|
Other funds holding LYG
LC
