Coldstream Capital Management’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
Q3
$1.4M Buy
2025
Q2
$685K Buy
2025
Q1
$112K Buy
2024
Q4
$70.2K Sell
2024
Q3
$110K Sell
2024
Q2
$96.2K Buy
2024
Q1
$46.7K Sell
2023
Q4
$50.5K Buy
2023
Q1
Sell
2022
Q4
$22.5K Buy