Envestnet Asset Management’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 | $36.3M | Sell |
8,549,590
-1,943,308
| -19% | -$8.26M | 0.01% | 902 |
|
|
2025
Q1 | $40.1M | Buy |
10,492,898
+863,347
| +9% | +$3.3M | 0.01% | 804 |
|
|
2024
Q4 | $26.2M | Sell |
9,629,551
-276,214
| -3% | -$751K | 0.01% | 1026 |
|
|
2024
Q3 | $30.9M | Buy |
9,905,765
+1,328,664
| +15% | +$4.15M | 0.01% | 949 |
|
|
2024
Q2 | $23.4M | Buy |
8,577,101
+2,841,956
| +50% | +$7.76M | 0.01% | 1041 |
|
|
2024
Q1 | $14.9M | Buy |
5,735,145
+66,360
| +1% | +$172K | 0.01% | 1281 |
|
|
2023
Q4 | $13.5M | Buy |
5,668,785
+1,387,853
| +32% | +$3.32M | 0.01% | 1261 |
|
|
2023
Q3 | $9.12M | Buy |
4,280,932
+209,486
| +5% | +$446K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $8.96M | Buy |
4,071,446
+729,099
| +22% | +$1.6M | ﹤0.01% | 1361 |
|
|
2023
Q1 | $7.75M | Sell |
3,342,347
-368,890
| -10% | -$856K | ﹤0.01% | 1385 |
|
|
2022
Q4 | $8.16M | Sell |
3,711,237
-49,039
| -1% | -$108K | ﹤0.01% | 1317 |
|
|
2022
Q3 | $6.73M | Buy |
3,760,276
+1,209,225
| +47% | +$2.16M | ﹤0.01% | 1360 |
|
|
2022
Q2 | $5.2M | Buy |
2,551,051
+232,791
| +10% | +$475K | ﹤0.01% | 1507 |
|
|
2022
Q1 | $5.59M | Buy |
2,318,260
+954,410
| +70% | +$2.3M | ﹤0.01% | 1538 |
|
|
2021
Q4 | $3.48M | Buy |
1,363,850
+616,154
| +82% | +$1.57M | ﹤0.01% | 1808 |
|
|
2021
Q3 | $1.83M | Buy |
747,696
+81,493
| +12% | +$200K | ﹤0.01% | 2144 |
|
|
2021
Q2 | $1.7M | Buy |
666,203
+245,165
| +58% | +$625K | ﹤0.01% | 2158 |
|
|
2021
Q1 | $977K | Buy |
421,038
+30,726
| +8% | +$71.3K | ﹤0.01% | 2418 |
|
|
2020
Q4 | $765K | Buy |
390,312
+49,528
| +15% | +$97.1K | ﹤0.01% | 2431 |
|
|
2020
Q3 | $443K | Sell |
340,784
-97,803
| -22% | -$127K | ﹤0.01% | 2527 |
|
|
2020
Q2 | $658K | Sell |
438,587
-1,725,053
| -80% | -$2.59M | ﹤0.01% | 2231 |
|
|
2020
Q1 | $3.27M | Sell |
2,163,640
-1,844,387
| -46% | -$2.78M | ﹤0.01% | 1200 |
|
|
2019
Q4 | $13.3M | Buy |
4,008,027
+265,175
| +7% | +$878K | 0.01% | 681 |
|
|
2019
Q3 | $9.88M | Sell |
3,742,852
-307,205
| -8% | -$811K | 0.01% | 753 |
|
|
2019
Q2 | $11.5M | Buy |
4,050,057
+254,365
| +7% | +$722K | 0.01% | 669 |
|
|
2019
Q1 | $12.2M | Buy |
3,795,692
+190,667
| +5% | +$612K | 0.02% | 609 |
|
|
2018
Q4 | $9.23M | Buy |
3,605,025
+3,555,681
| +7,206% | +$9.1M | 0.01% | 639 |
|
|
2018
Q3 | $150K | Sell |
49,344
-851,205
| -95% | -$2.59M | ﹤0.01% | 1218 |
|
|
2018
Q2 | $3M | Sell |
900,549
-14,965
| -2% | -$49.8K | 0.01% | 666 |
|
|
2018
Q1 | $3.4M | Sell |
915,514
-757,365
| -45% | -$2.81M | 0.01% | 514 |
|
|
2017
Q4 | $6.27M | Buy |
1,672,879
+1,295,923
| +344% | +$4.86M | 0.01% | 516 |
|
|
2017
Q3 | $1.38M | Sell |
376,956
-63,468
| -14% | -$232K | ﹤0.01% | 1044 |
|
|
2017
Q2 | $1.55M | Buy |
440,424
+29,920
| +7% | +$105K | ﹤0.01% | 1025 |
|
|
2017
Q1 | $1.4M | Buy |
410,504
+260,915
| +174% | +$887K | ﹤0.01% | 1078 |
|
|
2016
Q4 | $463K | Buy |
149,589
+17,015
| +13% | +$52.7K | ﹤0.01% | 1540 |
|
|
2016
Q3 | $380K | Sell |
132,574
-521,365
| -80% | -$1.49M | ﹤0.01% | 1719 |
|
|
2016
Q2 | $1.94M | Sell |
653,939
-48,069
| -7% | -$143K | 0.01% | 1052 |
|
|
2016
Q1 | $2.77M | Sell |
702,008
-36,766
| -5% | -$145K | 0.01% | 839 |
|
|
2015
Q4 | $3.22M | Buy |
738,774
+124,455
| +20% | +$543K | 0.01% | 748 |
|
|
2015
Q3 | $2.83M | Buy |
614,319
+78,357
| +15% | +$360K | 0.01% | 796 |
|
|
2015
Q2 | $2.91M | Buy |
535,962
+73,796
| +16% | +$401K | 0.01% | 861 |
|
|
2015
Q1 | $2.16M | Buy |
462,166
+451,296
| +4,152% | +$2.11M | 0.01% | 930 |
|
|
2014
Q4 | $50K | Buy |
10,870
+779
| +8% | +$3.58K | ﹤0.01% | 1418 |
|
|
2014
Q3 | $51K | Buy |
10,091
+1,527
| +18% | +$7.72K | ﹤0.01% | 1523 |
|
|
2014
Q2 | $44K | Sell |
8,564
-3,631
| -30% | -$18.7K | ﹤0.01% | 1483 |
|
|
2014
Q1 | $62K | Buy |
12,195
+2,186
| +22% | +$11.1K | ﹤0.01% | 1284 |
|
|
2013
Q4 | $53K | Buy |
10,009
+1,023
| +11% | +$5.42K | ﹤0.01% | 1200 |
|
|
2013
Q3 | $43K | Buy |
8,986
+2,313
| +35% | +$11.1K | ﹤0.01% | 1240 |
|
|
2013
Q2 | $26K | Buy |
+6,673
| New | +$26K | ﹤0.01% | 1351 |
|