Corient Private Wealth’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 | $595K | Buy |
139,952
+156
| +0.1% | +$663 | ﹤0.01% | 1704 |
|
|
2025
Q1 | $534K | Buy |
139,796
+15,785
| +13% | +$60.3K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $337K | Sell |
124,011
-8,830
| -7% | -$24K | ﹤0.01% | 1833 |
|
|
2024
Q3 | $414K | Buy |
132,841
+33,862
| +34% | +$106K | ﹤0.01% | 1817 |
|
|
2024
Q2 | $270K | Buy |
98,979
+18,645
| +23% | +$50.9K | ﹤0.01% | 1966 |
|
|
2024
Q1 | $208K | Sell |
80,334
-75,296
| -48% | -$195K | ﹤0.01% | 2074 |
|
|
2023
Q4 | $372K | Buy |
155,630
+55,861
| +56% | +$134K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $212K | Buy |
99,769
+3,790
| +4% | +$8.04K | ﹤0.01% | 1889 |
|
|
2023
Q2 | $208K | Buy |
95,979
+2,277
| +2% | +$4.94K | ﹤0.01% | 1848 |
|
|
2023
Q1 | $217K | Buy |
93,702
+17,355
| +23% | +$40.3K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $168K | Buy |
+76,347
| New | +$168K | ﹤0.01% | 1511 |
|