EFG Asset Management (Americas)’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-60,750
Closed -$145K 136
2023
Q4
$145K Buy
+60,750
New +$145K 0.03% 139
2015
Q1
Sell
-3,280
Closed -$15K 198
2014
Q4
$15K Sell
3,280
-12,007
-79% -$54.9K 0.01% 183
2014
Q3
$77K Buy
+15,287
New +$77K 0.08% 65