Cooper Financial Group’s Lloyds Banking Group LYG Stock Holding History

Cooper Financial Group’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
2026 Q2	$222K	Buy	38,086 +13,709	+56%	+$74.3K	0.02%	415
2026 Q1	$123K	Buy	24,377 +571	+2%	+$3.13K	0.01%	421
2025 Q4	$126K	Buy	23,806 +3,536	+17%	+$17.1K	0.01%	378
2025 Q3	$92K	Sell	20,270 -3,812	-16%	-$16.7K	0.01%	383
2025 Q2	$102K	Buy	24,082 +73	+0.3%	+$290	0.01%	372
2025 Q1	$91.7K	Buy	24,009 +1,561	+7%	+$5.16K	0.01%	377
2024 Q4	$61.1K	Buy	22,448 +5,597	+33%	+$16K	0.01%	385
2024 Q3	$52.6K	Buy	16,851 +96	+0.6%	+$288	0.01%	380
2024 Q2	$45.7K	Sell	16,755 -177	-1%	-$475	0.01%	371
2024 Q1	$43.9K	Buy	+16,932	New	+$38.9K	0.01%	349

Other funds holding LYG

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return