Copperleaf Capital’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
Q2 | $157K | Buy |
37,039
+4,763
| +15% | +$20.2K | 0.08% | 113 |
|
|
2025
Q1 | $123K | Buy |
32,276
+5,375
| +20% | +$20.5K | 0.07% | 107 |
|
|
2024
Q4 | $73.2K | Buy |
26,901
+2,260
| +9% | +$6.15K | 0.05% | 91 |
|
|
2024
Q3 | $76.9K | Sell |
24,641
-2,950
| -11% | -$9.2K | 0.06% | 90 |
|
|
2024
Q2 | $75.3K | Sell |
27,591
-2,153
| -7% | -$5.88K | 0.06% | 88 |
|
|
2024
Q1 | $77K | Buy |
29,744
+1,516
| +5% | +$3.93K | 0.07% | 91 |
|
|
2023
Q4 | $67.5K | Sell |
28,228
-1,843
| -6% | -$4.41K | 0.07% | 79 |
|
|
2023
Q3 | $64.1K | Buy |
30,071
+4,478
| +17% | +$9.54K | 0.07% | 78 |
|
|
2023
Q2 | $56.3K | Buy |
25,593
+7,965
| +45% | +$17.5K | 0.05% | 76 |
|
|
2023
Q1 | $40.9K | Buy |
+17,628
| New | +$40.9K | 0.04% | 73 |
|
|
2022
Q4 | – | Sell |
-15,280
| Closed | -$27K | – | 74 |
|
|
2022
Q3 | $27K | Buy |
15,280
+563
| +4% | +$995 | 0.03% | 69 |
|
|
2022
Q2 | $30K | Buy |
+14,717
| New | +$30K | 0.03% | 62 |
|