Envestnet Portfolio Solutions’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 | $346K | Sell |
81,363
-91,609
| -53% | -$389K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $661K | Sell |
172,972
-187,699
| -52% | -$717K | ﹤0.01% | 940 |
|
|
2024
Q4 | $981K | Buy |
360,671
+712
| +0.2% | +$1.94K | ﹤0.01% | 939 |
|
|
2024
Q3 | $1.12M | Buy |
359,959
+70,043
| +24% | +$219K | ﹤0.01% | 851 |
|
|
2024
Q2 | $791K | Buy |
289,916
+93,041
| +47% | +$254K | ﹤0.01% | 942 |
|
|
2024
Q1 | $510K | Sell |
196,875
-57,607
| -23% | -$149K | ﹤0.01% | 1116 |
|
|
2023
Q4 | $608K | Buy |
254,482
+24,256
| +11% | +$58K | ﹤0.01% | 967 |
|
|
2023
Q3 | $490K | Buy |
+230,226
| New | +$490K | ﹤0.01% | 997 |
|