Coldstream Capital 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
Q2 | $685K | Buy |
161,282
+131,937
| +450% | +$561K | 0.01% | 537 |
|
|
2025
Q1 | $112K | Buy |
29,345
+3,554
| +14% | +$13.6K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $70.2K | Sell |
25,791
-9,407
| -27% | -$25.6K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $110K | Sell |
35,198
-47
| -0.1% | -$147 | ﹤0.01% | 1063 |
|
|
2024
Q2 | $96.2K | Buy |
35,245
+17,225
| +96% | +$47K | ﹤0.01% | 967 |
|
|
2024
Q1 | $46.7K | Sell |
18,020
-3,096
| -15% | -$8.02K | ﹤0.01% | 994 |
|
|
2023
Q4 | $50.5K | Buy |
+21,116
| New | +$50.5K | ﹤0.01% | 935 |
|
|
2023
Q1 | – | Sell |
-10,237
| Closed | -$22.5K | – | 849 |
|
|
2022
Q4 | $22.5K | Buy |
+10,237
| New | +$22.5K | ﹤0.01% | 806 |
|