DAS
LYG icon

Diversify Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Diversify Advisory Services’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,428
Closed -$121K – 853
2025
Q1 		$121K Sell
30,428
-2,256
-7% -$7.46K 0.01% 623
2024
Q4 		$84.3K Sell
32,684
-2,620
-7% -$7.48K ﹤0.01% 607
2024
Q3 		$113K Buy
35,304
+19,225
+120% +$57.7K 0.01% 621
2024
Q2 		$47.3K Buy
+16,079
New +$43.1K ﹤0.01% 620

Other funds holding LYG

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LC
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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return