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 |
|