Cypress Wealth Services’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 | $386K | Buy |
90,810
+205
| +0.2% | +$871 | 0.07% | 196 |
|
|
2025
Q1 | $346K | Sell |
90,605
-799
| -0.9% | -$3.05K | 0.07% | 190 |
|
|
2024
Q4 | $249K | Sell |
91,404
-2,086
| -2% | -$5.67K | 0.05% | 236 |
|
|
2024
Q3 | $292K | Buy |
93,490
+962
| +1% | +$3K | 0.06% | 207 |
|
|
2024
Q2 | $253K | Sell |
92,528
-521
| -0.6% | -$1.42K | 0.06% | 215 |
|
|
2024
Q1 | $241K | Sell |
93,049
-13,814
| -13% | -$35.8K | 0.06% | 225 |
|
|
2023
Q4 | $255K | Sell |
106,863
-2,120
| -2% | -$5.07K | 0.06% | 201 |
|
|
2023
Q3 | $232K | Hold |
108,983
| – | – | 0.06% | 211 |
|
|
2023
Q2 | $254K | Buy |
108,983
+21,067
| +24% | +$49.1K | 0.07% | 202 |
|
|
2023
Q1 | $204K | Buy |
87,916
+1,112
| +1% | +$2.58K | 0.06% | 229 |
|
|
2022
Q4 | $191K | Sell |
86,804
-2,481
| -3% | -$5.46K | 0.06% | 224 |
|
|
2022
Q3 | $168K | Buy |
89,285
+2,116
| +2% | +$3.98K | 0.06% | 216 |
|
|
2022
Q2 | $178K | Buy |
87,169
+27,105
| +45% | +$55.3K | 0.06% | 219 |
|
|
2022
Q1 | $145K | Buy |
60,064
+14,530
| +32% | +$35.1K | 0.04% | 237 |
|
|
2021
Q4 | $116K | Buy |
45,534
+10,428
| +30% | +$26.6K | 0.03% | 226 |
|
|
2021
Q3 | $86K | Sell |
35,106
-2,274
| -6% | -$5.57K | 0.03% | 224 |
|
|
2021
Q2 | $95K | Buy |
37,380
+6,621
| +22% | +$16.8K | 0.03% | 257 |
|
|
2021
Q1 | $71K | Sell |
30,759
-8,837
| -22% | -$20.4K | 0.01% | 293 |
|
|
2020
Q4 | $78K | Buy |
+39,596
| New | +$78K | 0.02% | 283 |
|
|
2020
Q3 | – | Sell |
-47,496
| Closed | -$71K | – | 146 |
|
|
2020
Q2 | $71K | Buy |
47,496
+7,402
| +18% | +$11.1K | 0.02% | 267 |
|
|
2020
Q1 | $61K | Sell |
40,094
-836
| -2% | -$1.27K | 0.02% | 241 |
|
|
2019
Q4 | $135K | Buy |
40,930
+961
| +2% | +$3.17K | 0.03% | 251 |
|
|
2019
Q3 | $106K | Buy |
39,969
+768
| +2% | +$2.04K | 0.03% | 248 |
|
|
2019
Q2 | $111K | Buy |
39,201
+13,126
| +50% | +$37.2K | 0.03% | 253 |
|
|
2019
Q1 | $84K | Hold |
26,075
| – | – | 0.03% | 255 |
|
|
2018
Q4 | $67K | Buy |
+26,075
| New | +$67K | 0.03% | 217 |
|