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Concourse Financial Group Securities’s Lloyds Banking Group LYG Stock Holding History

Concourse Financial Group Securities’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,300
Closed -$28K – 1234
2024
Q4 		$28K Sell
9,300
-1,778
-16% -$5.08K ﹤0.01% 1437
2024
Q3 		$34.6K Sell
11,078
-972
-8% -$2.92K ﹤0.01% 1326
2024
Q2 		$32.9K Hold
12,050
– – ﹤0.01% 1355
2024
Q1 		$31.2K Sell
12,050
-358
-3% -$822 ﹤0.01% 1368
2023
Q4 		$29.7K Sell
12,408
-3,409
-22% -$7.3K ﹤0.01% 1354
2023
Q3 		$33.7K Sell
15,817
-1,414
-8% -$3.07K ﹤0.01% 1241
2023
Q2 		$37.9K Sell
17,231
-1,784
-9% -$4.09K ﹤0.01% 1196
2023
Q1 		$44.1K Sell
19,015
-3,348
-15% -$8.1K ﹤0.01% 1151
2022
Q4 		$49.2K Sell
22,363
-4,708
-17% -$9.69K ﹤0.01% 1074
2022
Q3 		$48K Sell
27,071
-376
-1% -$781 ﹤0.01% 960
2022
Q2 		$56K Sell
27,447
-2,955
-10% -$6.52K ﹤0.01% 1035
2022
Q1 		$73K Buy
+30,402
New +$80.9K 0.01% 994
2021
Q2 		– Sell
-313
Closed -$804 – 2405
2021
Q1 		$1K Hold
313
– – ﹤0.01% 2259
2020
Q4 		$1K Hold
313
– – ﹤0.01% 2201
2020
Q3 		$0 Hold
313
– – ﹤0.01% 2217
2020
Q2 		$0 Sell
313
-600
-66% -$900 ﹤0.01% 2182
2020
Q1 		$1K Sell
913
-8,744
-91% -$22.5K ﹤0.01% 2051
2019
Q4 		$32K Buy
9,657
+3,342
+53% +$10.1K ﹤0.01% 1103
2019
Q3 		$17K Sell
6,315
-4,453
-41% -$11.5K ﹤0.01% 1007
2019
Q2 		$31K Sell
10,768
-1,250
-10% -$3.87K ﹤0.01% 1050
2019
Q1 		$38K Sell
12,018
-2,601
-18% -$7.96K ﹤0.01% 977
2018
Q4 		$37K Buy
14,619
+3,994
+38% +$11.4K ﹤0.01% 916
2018
Q3 		$33K Buy
+10,625
New +$34.1K 0.01% 685

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's LYG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 9,300 shares — an estimated $28K sold.

Concourse Financial Group Securities first reported a position in LYG in Q3 2018 and held it in 23 quarters. The position peaked at $73K in Q1 2022. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,300 Lloyds Banking Group shares in Q1 2025, an estimated $28K.
  • Concourse Financial Group Securities first reported a position in Lloyds Banking Group in Q3 2018 and held it in 23 quarters.
  • Concourse Financial Group Securities's Lloyds Banking Group position peaked at $73K in Q1 2022.
  • 454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.