Cresset Asset Management’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 | $63.7K | Sell |
14,986
-3,430
| -19% | -$14.6K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $70.3K | Buy |
18,416
+3,508
| +24% | +$13.4K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $40.6K | Sell |
14,908
-173,782
| -92% | -$473K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $589K | Sell |
188,690
-5,299
| -3% | -$16.5K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $530K | Buy |
193,989
+24,954
| +15% | +$68.1K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $438K | Sell |
169,035
-9,129
| -5% | -$23.6K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $426K | Sell |
178,164
-16,356
| -8% | -$39.1K | ﹤0.01% | 1283 |
|
|
2023
Q3 | $414K | Buy |
194,520
+19,108
| +11% | +$40.7K | ﹤0.01% | 1241 |
|
|
2023
Q2 | $386K | Buy |
+175,412
| New | +$386K | ﹤0.01% | 1264 |
|
|
2022
Q4 | – | Sell |
-43,459
| Closed | -$78K | – | 826 |
|
|
2022
Q3 | $78K | Buy |
43,459
+17,321
| +66% | +$31.1K | ﹤0.01% | 843 |
|
|
2022
Q2 | $53K | Sell |
26,138
-9,271
| -26% | -$18.8K | ﹤0.01% | 902 |
|
|
2022
Q1 | $86K | Buy |
35,409
+7,316
| +26% | +$17.8K | ﹤0.01% | 953 |
|
|
2021
Q4 | $72K | Sell |
28,093
-76,994
| -73% | -$197K | ﹤0.01% | 1098 |
|
|
2021
Q3 | $258K | Buy |
105,087
+19,926
| +23% | +$48.9K | ﹤0.01% | 915 |
|
|
2021
Q2 | $217K | Buy |
85,161
+9,150
| +12% | +$23.3K | ﹤0.01% | 919 |
|
|
2021
Q1 | $176K | Hold |
76,011
| – | – | ﹤0.01% | 877 |
|
|
2020
Q4 | $149K | Buy |
76,011
+7,229
| +11% | +$14.2K | ﹤0.01% | 741 |
|
|
2020
Q3 | $89K | Buy |
68,782
+35,914
| +109% | +$46.5K | ﹤0.01% | 684 |
|
|
2020
Q2 | $49K | Sell |
32,868
-10,742
| -25% | -$16K | ﹤0.01% | 640 |
|
|
2020
Q1 | $66K | Sell |
43,610
-14,995
| -26% | -$22.7K | ﹤0.01% | 567 |
|
|
2019
Q4 | $194K | Sell |
58,605
-2,844
| -5% | -$9.41K | 0.01% | 564 |
|
|
2019
Q3 | $162K | Sell |
61,449
-9,285
| -13% | -$24.5K | 0.01% | 511 |
|
|
2019
Q2 | $201K | Buy |
70,734
+23,896
| +51% | +$67.9K | 0.01% | 445 |
|
|
2019
Q1 | $150K | Buy |
46,838
+5,653
| +14% | +$18.1K | 0.01% | 445 |
|
|
2018
Q4 | $105K | Buy |
+41,185
| New | +$105K | 0.01% | 316 |
|