CreativeOne 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 | $183K | Buy |
43,050
+2,973
| +7% | +$12.6K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $153K | Buy |
40,077
+1,772
| +5% | +$6.77K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $104K | Sell |
38,305
-4,676
| -11% | -$12.7K | ﹤0.01% | 1042 |
|
|
2024
Q3 | $134K | Sell |
42,981
-580
| -1% | -$1.81K | ﹤0.01% | 920 |
|
|
2024
Q2 | $119K | Sell |
43,561
-3,663
| -8% | -$10K | 0.01% | 751 |
|
|
2024
Q1 | $122K | Buy |
47,224
+29,486
| +166% | +$76.2K | ﹤0.01% | 857 |
|
|
2023
Q4 | $42K | Buy |
17,738
+5,447
| +44% | +$12.9K | ﹤0.01% | 614 |
|
|
2023
Q3 | $26K | Sell |
12,291
-1,448
| -11% | -$3.06K | ﹤0.01% | 561 |
|
|
2023
Q2 | $30K | Sell |
13,739
-478
| -3% | -$1.04K | ﹤0.01% | 824 |
|
|
2023
Q1 | $33K | Sell |
14,217
-1,144
| -7% | -$2.66K | ﹤0.01% | 786 |
|
|
2022
Q4 | $34K | Sell |
15,361
-2,091
| -12% | -$4.63K | ﹤0.01% | 728 |
|
|
2022
Q3 | $31K | Sell |
17,452
-2,439
| -12% | -$4.33K | ﹤0.01% | 691 |
|
|
2022
Q2 | $41K | Sell |
19,891
-10,967
| -36% | -$22.6K | ﹤0.01% | 708 |
|
|
2022
Q1 | $74K | Buy |
+30,858
| New | +$74K | ﹤0.01% | 723 |
|