Epoch Investment Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $124K | Buy |
24,694
+12,322
| +100% | +$67.6K | ﹤0.01% | 234 |
|
|
2025
Q4 | $65.6K | Sell |
12,372
-3,089
| -20% | -$15K | ﹤0.01% | 247 |
|
|
2025
Q3 | $70.2K | Sell |
15,461
-24
| -0.2% | -$105 | ﹤0.01% | 274 |
|
|
2025
Q2 | $65.8K | Sell |
15,485
-578
| -4% | -$2.3K | ﹤0.01% | 277 |
|
|
2025
Q1 | $61.4K | Sell |
16,063
-579
| -3% | -$1.92K | ﹤0.01% | 278 |
|
|
2024
Q4 | $45.3K | Buy |
+16,642
| New | +$47.5K | ﹤0.01% | 281 |
|
|
2020
Q2 | – | Sell |
-76,811
| Closed | -$116K | – | 294 |
|
|
2020
Q1 | $116K | Sell |
76,811
-25,827
| -25% | -$66.6K | ﹤0.01% | 269 |
|
|
2019
Q4 | $340K | Buy |
102,638
+10,974
| +12% | +$33.2K | ﹤0.01% | 283 |
|
|
2019
Q3 | $242K | Sell |
91,664
-8,403
| -8% | -$21.8K | ﹤0.01% | 272 |
|
|
2019
Q2 | $284K | Sell |
100,067
-1,062
| -1% | -$3.28K | ﹤0.01% | 281 |
|
|
2019
Q1 | $325K | Buy |
101,129
+17,704
| +21% | +$54.1K | ﹤0.01% | 299 |
|
|
2018
Q4 | $214K | Sell |
83,425
-35,599
| -30% | -$101K | ﹤0.01% | 297 |
|
|
2018
Q3 | $362K | Sell |
119,024
-15,679
| -12% | -$50.3K | ﹤0.01% | 301 |
|
|
2018
Q2 | $449 | Buy |
134,703
+746
| +0.6% | +$2.65K | ﹤0.01% | 303 |
|
|
2018
Q1 | $498K | Buy |
+133,957
| New | +$519K | ﹤0.01% | 299 |
|
|
2016
Q1 | – | Sell |
-250,930
| Closed | -$1.09M | – | 292 |
|
|
2015
Q4 | $1.09M | Sell |
250,930
-5,600
| -2% | -$25.4K | ﹤0.01% | 251 |
|
|
2015
Q3 | $1.18M | Sell |
256,530
-121,800
| -32% | -$610K | ﹤0.01% | 214 |
|
|
2015
Q2 | $2.05M | Hold |
378,330
| – | – | 0.01% | 209 |
|
|
2015
Q1 | $1.77M | Buy |
+378,330
| New | +$1.76M | 0.01% | 210 |
|
|
2014
Q4 | – | Sell |
-46,330
| Closed | -$234K | – | 279 |
|
|
2014
Q3 | $234K | Sell |
46,330
-1,900
| -4% | -$9.56K | ﹤0.01% | 273 |
|
|
2014
Q2 | $248K | Sell |
48,230
-138,240
| -74% | -$717K | ﹤0.01% | 272 |
|
|
2014
Q1 | $949K | Buy |
+186,470
| New | +$1.01M | ﹤0.01% | 251 |
|
Other funds holding LYG
MIP
CBU
