D.A. Davidson & Co’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 | $70.1K | Hold |
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|
2025
Q2 | $65.6K | Hold |
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|
2025
Q1 | $59K | Hold |
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|
2024
Q4 | $42K | Hold |
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|
2024
Q3 | $48.2K | Hold |
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|
2024
Q2 | $42.1K | Hold |
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|
2024
Q1 | $40K | Hold |
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|
2023
Q4 | $36.9K | Sell |
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|
2023
Q3 | $33K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $160K | Hold |
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|
2020
Q2 | $185K | Hold |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q4 | $323K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $199K | Sell |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $232K | Sell |
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|
2016
Q1 | $492K | Buy |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $667K | Sell |
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|
2014
Q4 | $675K | Buy |
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|
2014
Q3 | $658K | Buy |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | $4K | Buy |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $4K | Buy |
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|
2013
Q2 | $2K | Buy |
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