Dimensional Fund Advisors’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
$59.2M Sell
13,936,369
-104,567
-0.7% -$444K 0.01% 1387
2025
Q1
$53.6M Sell
14,040,936
-2,363,323
-14% -$9.03M 0.01% 1430
2024
Q4
$44.6M Buy
16,404,259
+453,326
+3% +$1.23M 0.01% 1572
2024
Q3
$49.8M Sell
15,950,933
-460,105
-3% -$1.44M 0.01% 1517
2024
Q2
$44.8M Sell
16,411,038
-1,463,446
-8% -$4M 0.01% 1531
2024
Q1
$46.3M Sell
17,874,484
-751,195
-4% -$1.95M 0.01% 1510
2023
Q4
$44.5M Buy
18,625,679
+439,009
+2% +$1.05M 0.01% 1527
2023
Q3
$38.7M Buy
18,186,670
+256,987
+1% +$547K 0.01% 1512
2023
Q2
$39.4M Buy
17,929,683
+2,270,827
+15% +$4.99M 0.01% 1522
2023
Q1
$36.4M Buy
15,658,856
+1,053,102
+7% +$2.44M 0.01% 1566
2022
Q4
$32.1K Buy
14,605,754
+182,375
+1% +$401 0.01% 1608
2022
Q3
$25.8M Buy
14,423,379
+261,281
+2% +$468K 0.01% 1676
2022
Q2
$28.9M Buy
14,162,098
+1,716,122
+14% +$3.5M 0.01% 1656
2022
Q1
$30M Buy
12,445,976
+4,519,448
+57% +$10.9M 0.01% 1748
2021
Q4
$20.2M Buy
7,926,528
+1,184,602
+18% +$3.02M 0.01% 1982
2021
Q3
$16.5M Sell
6,741,926
-348,412
-5% -$854K 0.01% 2093
2021
Q2
$18.1M Buy
7,090,338
+303,176
+4% +$773K 0.01% 2085
2021
Q1
$15.7M Sell
6,787,162
-481,534
-7% -$1.12M 0.01% 2119
2020
Q4
$14.2M Sell
7,268,696
-254,882
-3% -$500K 0.01% 2130
2020
Q3
$9.78M Sell
7,523,578
-68,626
-0.9% -$89.2K ﹤0.01% 2204
2020
Q2
$11.4M Sell
7,592,204
-102,445
-1% -$154K 0.01% 2147
2020
Q1
$11.6M Buy
7,694,649
+895,034
+13% +$1.35M 0.01% 2046
2019
Q4
$22.5M Buy
6,799,615
+263,714
+4% +$873K 0.01% 1975
2019
Q3
$17.3M Buy
6,535,901
+227,071
+4% +$599K 0.01% 2097
2019
Q2
$17.9M Buy
6,308,830
+38
+0% +$108 0.01% 2117
2019
Q1
$20.3M Sell
6,308,792
-577,062
-8% -$1.85M 0.01% 2046
2018
Q4
$17.6M Sell
6,885,854
-1,045,992
-13% -$2.68M 0.01% 2047
2018
Q3
$24.1M Sell
7,931,846
-878,664
-10% -$2.67M 0.01% 2012
2018
Q2
$29.3M Sell
8,810,510
-458,861
-5% -$1.53M 0.01% 1880
2018
Q1
$34.5M Sell
9,269,371
-388,369
-4% -$1.44M 0.01% 1712
2017
Q4
$36.2M Sell
9,657,740
-727,344
-7% -$2.73M 0.02% 1662
2017
Q3
$38M Sell
10,385,084
-296,068
-3% -$1.08M 0.02% 1574
2017
Q2
$37.7M Sell
10,681,152
-83,804
-0.8% -$296K 0.02% 1541
2017
Q1
$36.6M Buy
10,764,956
+1,697,943
+19% +$5.77M 0.02% 1518
2016
Q4
$28.1M Buy
9,067,013
+1,076,870
+13% +$3.34M 0.01% 1708
2016
Q3
$22.9M Buy
7,990,143
+2,014,843
+34% +$5.78M 0.01% 1805
2016
Q2
$17.7M Sell
5,975,300
-297,401
-5% -$883K 0.01% 1940
2016
Q1
$24.8M Sell
6,272,701
-652,462
-9% -$2.58M 0.01% 1633
2015
Q4
$30.2M Sell
6,925,163
-1,191,317
-15% -$5.19M 0.02% 1385
2015
Q3
$37.3M Sell
8,116,480
-1,026,894
-11% -$4.72M 0.02% 1101
2015
Q2
$49.6M Buy
9,143,374
+215,110
+2% +$1.17M 0.03% 872
2015
Q1
$41.7M Buy
8,928,264
+1,194,467
+15% +$5.58M 0.03% 1021
2014
Q4
$35.9M Buy
7,733,797
+1,586,042
+26% +$7.36M 0.02% 1109
2014
Q3
$31M Buy
6,147,755
+417,422
+7% +$2.1M 0.02% 1124
2014
Q2
$29.5M Sell
5,730,333
-147,398
-3% -$758K 0.02% 1226
2014
Q1
$29.9M Sell
5,877,731
-962,459
-14% -$4.9M 0.02% 1129
2013
Q4
$36.4M Sell
6,840,190
-932,809
-12% -$4.96M 0.03% 877
2013
Q3
$37.4M Buy
7,772,999
+362,812
+5% +$1.75M 0.03% 757
2013
Q2
$28.5M Buy
+7,410,187
New +$28.5M 0.03% 902