Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,203
| Closed | -$38.2K | – | 549 |
|
|
2025
Q4 | $38.2K | Hold |
7,203
| – | – | 0.01% | 362 |
|
|
2025
Q3 | $32.7K | Buy |
7,203
+4,000
| +125% | +$17.5K | ﹤0.01% | 395 |
|
|
2025
Q2 | $13.6K | Buy |
3,203
+147
| +5% | +$584 | ﹤0.01% | 507 |
|
|
2025
Q1 | $11.7K | Sell |
3,056
-997
| -25% | -$3.3K | ﹤0.01% | 492 |
|
|
2024
Q4 | $11K | Hold |
4,053
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $12.6K | Buy |
+4,053
| New | +$12.2K | ﹤0.01% | 534 |
|
|
2024
Q2 | – | Sell |
-9,418
| Closed | -$24.4K | – | 894 |
|
|
2024
Q1 | $24.4K | Buy |
9,418
+5,788
| +159% | +$13.3K | ﹤0.01% | 462 |
|
|
2023
Q4 | $8.68K | Sell |
3,630
-8,419
| -70% | -$18K | ﹤0.01% | 581 |
|
|
2023
Q3 | $25.7K | Sell |
12,049
-466
| -4% | -$1.01K | 0.01% | 473 |
|
|
2023
Q2 | $27.5K | Buy |
12,515
+1,108
| +10% | +$2.54K | 0.01% | 456 |
|
|
2023
Q1 | $26.5K | Sell |
11,407
-1,996
| -15% | -$4.83K | 0.01% | 447 |
|
|
2022
Q4 | $29.5K | Hold |
13,403
| – | – | 0.01% | 467 |
|
|
2022
Q3 | $24K | Buy |
13,403
+1,370
| +11% | +$2.84K | 0.01% | 158 |
|
|
2022
Q2 | $25K | Hold |
12,033
| – | – | 0.01% | 496 |
|
|
2022
Q1 | $29K | Hold |
12,033
| – | – | 0.01% | 551 |
|
|
2021
Q4 | $31K | Buy |
12,033
+4,411
| +58% | +$11.2K | 0.01% | 548 |
|
|
2021
Q3 | $19K | Sell |
7,622
-420
| -5% | -$1.03K | 0.01% | 386 |
|
|
2021
Q2 | $21K | Sell |
8,042
-1,245
| -13% | -$3.2K | 0.01% | 490 |
|
|
2021
Q1 | $22K | Sell |
9,287
-1,080
| -10% | -$2.24K | 0.01% | 465 |
|
|
2020
Q4 | $20K | Buy |
+10,367
| New | +$17.5K | 0.02% | 310 |
|
Other funds holding LYG
MIP
CBU
