Creative Planning’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 | $5.83M | Buy |
1,371,706
+179,903
| +15% | +$765K | 0.01% | 710 |
|
|
2025
Q1 | $4.55M | Buy |
1,191,803
+215,506
| +22% | +$823K | ﹤0.01% | 747 |
|
|
2024
Q4 | $2.66M | Buy |
976,297
+24,048
| +3% | +$65.4K | ﹤0.01% | 966 |
|
|
2024
Q3 | $2.97M | Buy |
952,249
+129,940
| +16% | +$405K | ﹤0.01% | 865 |
|
|
2024
Q2 | $2.24M | Buy |
822,309
+162,369
| +25% | +$443K | ﹤0.01% | 935 |
|
|
2024
Q1 | $1.71M | Buy |
659,940
+75,968
| +13% | +$197K | ﹤0.01% | 1033 |
|
|
2023
Q4 | $1.4M | Buy |
583,972
+226,208
| +63% | +$541K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $762K | Sell |
357,764
-19,586
| -5% | -$41.7K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $830K | Buy |
377,350
+47,453
| +14% | +$104K | ﹤0.01% | 1227 |
|
|
2023
Q1 | $765K | Buy |
329,897
+177,493
| +116% | +$412K | ﹤0.01% | 1216 |
|
|
2022
Q4 | $335K | Sell |
152,404
-41,099
| -21% | -$90.4K | ﹤0.01% | 1649 |
|
|
2022
Q3 | $346K | Buy |
193,503
+54,064
| +39% | +$96.7K | ﹤0.01% | 1543 |
|
|
2022
Q2 | $284K | Buy |
139,439
+64,114
| +85% | +$131K | ﹤0.01% | 1645 |
|
|
2022
Q1 | $182K | Sell |
75,325
-7,914
| -10% | -$19.1K | ﹤0.01% | 1902 |
|
|
2021
Q4 | $212K | Buy |
83,239
+29,824
| +56% | +$76K | ﹤0.01% | 1834 |
|
|
2021
Q3 | $131K | Buy |
53,415
+7,282
| +16% | +$17.9K | ﹤0.01% | 1909 |
|
|
2021
Q2 | $118K | Sell |
46,133
-18,993
| -29% | -$48.6K | ﹤0.01% | 1844 |
|
|
2021
Q1 | $151K | Buy |
65,126
+36,853
| +130% | +$85.4K | ﹤0.01% | 2119 |
|
|
2020
Q4 | $55K | Sell |
28,273
-19,076
| -40% | -$37.1K | ﹤0.01% | 2020 |
|
|
2020
Q3 | $62K | Sell |
47,349
-44,391
| -48% | -$58.1K | ﹤0.01% | 1840 |
|
|
2020
Q2 | $138K | Buy |
91,740
+6,425
| +8% | +$9.67K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $129K | Buy |
85,315
+1,812
| +2% | +$2.74K | ﹤0.01% | 1467 |
|
|
2019
Q4 | $276K | Buy |
83,503
+20,607
| +33% | +$68.1K | ﹤0.01% | 1441 |
|
|
2019
Q3 | $166K | Buy |
62,896
+10,465
| +20% | +$27.6K | ﹤0.01% | 1636 |
|
|
2019
Q2 | $149K | Sell |
52,431
-3,780
| -7% | -$10.7K | ﹤0.01% | 1673 |
|
|
2019
Q1 | $180K | Buy |
56,211
+6,754
| +14% | +$21.6K | ﹤0.01% | 1601 |
|
|
2018
Q4 | $127K | Sell |
49,457
-21,809
| -31% | -$56K | ﹤0.01% | 1583 |
|
|
2018
Q3 | $217K | Sell |
71,266
-101,642
| -59% | -$309K | ﹤0.01% | 1614 |
|
|
2018
Q2 | $576K | Sell |
172,908
-9,213
| -5% | -$30.7K | ﹤0.01% | 988 |
|
|
2018
Q1 | $677K | Buy |
182,121
+7,840
| +4% | +$29.1K | ﹤0.01% | 921 |
|
|
2017
Q4 | $654K | Buy |
174,281
+976
| +0.6% | +$3.66K | ﹤0.01% | 914 |
|
|
2017
Q3 | $634K | Sell |
173,305
-3,543
| -2% | -$13K | ﹤0.01% | 928 |
|
|
2017
Q2 | $624K | Buy |
176,848
+37,708
| +27% | +$133K | ﹤0.01% | 902 |
|
|
2017
Q1 | $473K | Sell |
139,140
-64,582
| -32% | -$220K | ﹤0.01% | 1009 |
|
|
2016
Q4 | $632K | Sell |
203,722
-94,794
| -32% | -$294K | ﹤0.01% | 811 |
|
|
2016
Q3 | $857K | Buy |
298,516
+169,092
| +131% | +$485K | 0.01% | 656 |
|
|
2016
Q2 | $384K | Buy |
129,424
+66,672
| +106% | +$198K | ﹤0.01% | 912 |
|
|
2016
Q1 | $248K | Buy |
62,752
+15,307
| +32% | +$60.5K | ﹤0.01% | 1107 |
|
|
2015
Q4 | $207K | Sell |
47,445
-20,976
| -31% | -$91.5K | ﹤0.01% | 1167 |
|
|
2015
Q3 | $315K | Buy |
68,421
+18,503
| +37% | +$85.2K | ﹤0.01% | 943 |
|
|
2015
Q2 | $271K | Sell |
49,918
-80,851
| -62% | -$439K | ﹤0.01% | 811 |
|
|
2015
Q1 | $611K | Buy |
130,769
+62,167
| +91% | +$290K | 0.01% | 654 |
|
|
2014
Q4 | $318K | Sell |
68,602
-29,192
| -30% | -$135K | ﹤0.01% | 906 |
|
|
2014
Q3 | $493K | Buy |
97,794
+77,748
| +388% | +$392K | 0.01% | 658 |
|
|
2014
Q2 | $103K | Sell |
20,046
-34,250
| -63% | -$176K | ﹤0.01% | 1402 |
|
|
2014
Q1 | $276K | Buy |
54,296
+21,272
| +64% | +$108K | ﹤0.01% | 854 |
|
|
2013
Q4 | $176K | Buy |
33,024
+692
| +2% | +$3.69K | ﹤0.01% | 925 |
|
|
2013
Q3 | $156K | Hold |
32,332
| – | – | ﹤0.01% | 871 |
|
|
2013
Q2 | $124K | Buy |
+32,332
| New | +$124K | ﹤0.01% | 871 |
|