Creative Planning’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.61M | Buy |
|
|||||
|
2025
Q2 | $5.83M | Buy |
|
|||||
|
2025
Q1 | $4.55M | Buy |
|
|||||
|
2024
Q4 | $2.66M | Buy |
|
|||||
|
2024
Q3 | $2.97M | Buy |
|
|||||
|
2024
Q2 | $2.24M | Buy |
|
|||||
|
2024
Q1 | $1.71M | Buy |
|
|||||
|
2023
Q4 | $1.4M | Buy |
|
|||||
|
2023
Q3 | $762K | Sell |
|
|||||
|
2023
Q2 | $830K | Buy |
|
|||||
|
2023
Q1 | $765K | Buy |
|
|||||
|
2022
Q4 | $335K | Sell |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $182K | Sell |
|
|||||
|
2021
Q4 | $212K | Buy |
|
|||||
|
2021
Q3 | $131K | Buy |
|
|||||
|
2021
Q2 | $118K | Sell |
|
|||||
|
2021
Q1 | $151K | Buy |
|
|||||
|
2020
Q4 | $55K | Sell |
|
|||||
|
2020
Q3 | $62K | Sell |
|
|||||
|
2020
Q2 | $138K | Buy |
|
|||||
|
2020
Q1 | $129K | Buy |
|
|||||
|
2019
Q4 | $276K | Buy |
|
|||||
|
2019
Q3 | $166K | Buy |
|
|||||
|
2019
Q2 | $149K | Sell |
|
|||||
|
2019
Q1 | $180K | Buy |
|
|||||
|
2018
Q4 | $127K | Sell |
|
|||||
|
2018
Q3 | $217K | Sell |
|
|||||
|
2018
Q2 | $576K | Sell |
|
|||||
|
2018
Q1 | $677K | Buy |
|
|||||
|
2017
Q4 | $654K | Buy |
|
|||||
|
2017
Q3 | $634K | Sell |
|
|||||
|
2017
Q2 | $624K | Buy |
|
|||||
|
2017
Q1 | $473K | Sell |
|
|||||
|
2016
Q4 | $632K | Sell |
|
|||||
|
2016
Q3 | $857K | Buy |
|
|||||
|
2016
Q2 | $384K | Buy |
|
|||||
|
2016
Q1 | $248K | Buy |
|
|||||
|
2015
Q4 | $207K | Sell |
|
|||||
|
2015
Q3 | $315K | Buy |
|
|||||
|
2015
Q2 | $271K | Sell |
|
|||||
|
2015
Q1 | $611K | Buy |
|
|||||
|
2014
Q4 | $318K | Sell |
|
|||||
|
2014
Q3 | $493K | Buy |
|
|||||
|
2014
Q2 | $103K | Sell |
|
|||||
|
2014
Q1 | $276K | Buy |
|
|||||
|
2013
Q4 | $176K | Buy |
|
|||||
|
2013
Q3 | $156K | Hold |
|
|||||
|
2013
Q2 | $124K | Buy |
|