Ellevest Inc’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 | $901K | Sell |
211,958
-21,099
| -9% | -$89.7K | 0.14% | 108 |
|
|
2025
Q1 | $890K | Sell |
233,057
-523
| -0.2% | -$2K | 0.06% | 116 |
|
|
2024
Q4 | $635K | Sell |
233,580
-50,916
| -18% | -$138K | 0.04% | 162 |
|
|
2024
Q3 | $888K | Buy |
284,496
+12,114
| +4% | +$37.8K | 0.05% | 120 |
|
|
2024
Q2 | $744K | Buy |
272,382
+36,876
| +16% | +$101K | 0.04% | 137 |
|
|
2024
Q1 | $610K | Sell |
235,506
-47,138
| -17% | -$122K | 0.04% | 161 |
|
|
2023
Q4 | $676K | Buy |
282,644
+61,205
| +28% | +$146K | 0.05% | 136 |
|
|
2023
Q3 | $472K | Buy |
221,439
+19,106
| +9% | +$40.7K | 0.04% | 165 |
|
|
2023
Q2 | $445K | Buy |
202,333
+2,225
| +1% | +$4.9K | 0.03% | 175 |
|
|
2023
Q1 | $464K | Buy |
200,108
+4,710
| +2% | +$10.9K | 0.04% | 150 |
|
|
2022
Q4 | $430K | Buy |
195,398
+44,635
| +30% | +$98.2K | 0.04% | 156 |
|
|
2022
Q3 | $270K | Buy |
150,763
+17,053
| +13% | +$30.5K | 0.03% | 212 |
|
|
2022
Q2 | $273K | Sell |
133,710
-9,957
| -7% | -$20.3K | 0.03% | 216 |
|
|
2022
Q1 | $346K | Buy |
143,667
+39,152
| +37% | +$94.3K | 0.03% | 203 |
|
|
2021
Q4 | $267K | Buy |
104,515
+49,195
| +89% | +$126K | 0.02% | 239 |
|
|
2021
Q3 | $136K | Sell |
55,320
-27,391
| -33% | -$67.3K | 0.01% | 344 |
|
|
2021
Q2 | $211K | Buy |
82,711
+48,015
| +138% | +$122K | 0.02% | 251 |
|
|
2021
Q1 | $80K | Sell |
34,696
-6,469
| -16% | -$14.9K | 0.01% | 377 |
|
|
2020
Q4 | $81K | Buy |
41,165
+19,591
| +91% | +$38.5K | 0.01% | 356 |
|
|
2020
Q3 | $28K | Buy |
21,574
+1,767
| +9% | +$2.29K | 0.01% | 465 |
|
|
2020
Q2 | $30K | Buy |
19,807
+5,134
| +35% | +$7.78K | 0.01% | 433 |
|
|
2020
Q1 | $22K | Buy |
14,673
+4,504
| +44% | +$6.75K | 0.01% | 417 |
|
|
2019
Q4 | $34K | Buy |
+10,169
| New | +$34K | 0.01% | 284 |
|