Concourse Financial Group Securities’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 |
-9,300
| Closed | -$28K | – | 4843 |
|
|
2024
Q4 | $28K | Sell |
9,300
-1,778
| -16% | -$5.35K | ﹤0.01% | 1436 |
|
|
2024
Q3 | $34.6K | Sell |
11,078
-972
| -8% | -$3.03K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $32.9K | Hold |
12,050
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q1 | $31.2K | Sell |
12,050
-358
| -3% | -$927 | ﹤0.01% | 1367 |
|
|
2023
Q4 | $29.7K | Sell |
12,408
-3,409
| -22% | -$8.15K | ﹤0.01% | 1353 |
|
|
2023
Q3 | $33.7K | Sell |
15,817
-1,414
| -8% | -$3.01K | ﹤0.01% | 1240 |
|
|
2023
Q2 | $37.9K | Sell |
17,231
-1,784
| -9% | -$3.93K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $44.1K | Sell |
19,015
-3,348
| -15% | -$7.77K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $49.2K | Sell |
22,363
-4,708
| -17% | -$10.4K | ﹤0.01% | 1073 |
|
|
2022
Q3 | $48K | Sell |
27,071
-376
| -1% | -$667 | ﹤0.01% | 959 |
|
|
2022
Q2 | $56K | Sell |
27,447
-2,955
| -10% | -$6.03K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $73K | Buy |
+30,402
| New | +$73K | 0.01% | 992 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5113 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4981 |
|
|
2021
Q2 | – | Sell |
-313
| Closed | -$1K | – | 4828 |
|
|
2021
Q1 | $1K | Hold |
313
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q4 | $1K | Hold |
313
| – | – | ﹤0.01% | 2197 |
|
|
2020
Q3 | $0 | Hold |
313
| – | – | ﹤0.01% | 4382 |
|
|
2020
Q2 | $0 | Sell |
313
-600
| -66% | – | ﹤0.01% | 4261 |
|
|
2020
Q1 | $1K | Sell |
913
-8,744
| -91% | -$9.58K | ﹤0.01% | 2049 |
|
|
2019
Q4 | $32K | Buy |
9,657
+3,342
| +53% | +$11.1K | ﹤0.01% | 1102 |
|
|
2019
Q3 | $17K | Sell |
6,315
-4,453
| -41% | -$12K | ﹤0.01% | 1006 |
|
|
2019
Q2 | $31K | Sell |
10,768
-1,250
| -10% | -$3.6K | ﹤0.01% | 1049 |
|
|
2019
Q1 | $38K | Sell |
12,018
-2,601
| -18% | -$8.22K | ﹤0.01% | 976 |
|
|
2018
Q4 | $37K | Buy |
14,619
+3,994
| +38% | +$10.1K | ﹤0.01% | 915 |
|
|
2018
Q3 | $33K | Buy |
+10,625
| New | +$33K | 0.01% | 685 |
|