Ethic 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 | $5.56M | Sell |
1,314,314
-76,102
| -5% | -$322K | 0.1% | 209 |
|
|
2025
Q1 | $5.3M | Sell |
1,390,416
-40,620
| -3% | -$155K | 0.11% | 206 |
|
|
2024
Q4 | $3.89M | Sell |
1,431,036
-165,583
| -10% | -$450K | 0.08% | 259 |
|
|
2024
Q3 | $4.14M | Buy |
1,596,619
+15,829
| +1% | +$41K | 0.1% | 226 |
|
|
2024
Q2 | $4.32M | Sell |
1,580,790
-15,829
| -1% | -$43.2K | 0.1% | 219 |
|
|
2024
Q1 | $4.14M | Sell |
1,596,619
-151,114
| -9% | -$391K | 0.1% | 226 |
|
|
2023
Q4 | $4.18M | Buy |
1,747,733
+378,773
| +28% | +$905K | 0.12% | 200 |
|
|
2023
Q3 | $2.92M | Buy |
1,368,960
+114,545
| +9% | +$244K | 0.1% | 240 |
|
|
2023
Q2 | $2.76M | Buy |
1,254,415
+21,798
| +2% | +$48K | 0.1% | 235 |
|
|
2023
Q1 | $2.86M | Sell |
1,232,617
-19,707
| -2% | -$45.7K | 0.12% | 218 |
|
|
2022
Q4 | $2.76M | Buy |
1,252,324
+146,486
| +13% | +$322K | 0.15% | 178 |
|
|
2022
Q3 | $1.98M | Buy |
1,105,838
+48,812
| +5% | +$87.4K | 0.13% | 191 |
|
|
2022
Q2 | $2.16M | Buy |
1,057,026
+126,095
| +14% | +$257K | 0.15% | 172 |
|
|
2022
Q1 | $2.24M | Buy |
930,931
+424,216
| +84% | +$1.02M | 0.15% | 170 |
|
|
2021
Q4 | $1.29M | Buy |
506,715
+211,320
| +72% | +$539K | 0.1% | 236 |
|
|
2021
Q3 | $724K | Buy |
295,395
+20,109
| +7% | +$49.3K | 0.07% | 285 |
|
|
2021
Q2 | $702K | Buy |
275,286
+144,856
| +111% | +$369K | 0.09% | 277 |
|
|
2021
Q1 | $303K | Buy |
130,430
+18,798
| +17% | +$43.7K | 0.05% | 386 |
|
|
2020
Q4 | $219K | Buy |
111,632
+60,303
| +117% | +$118K | 0.06% | 370 |
|
|
2020
Q3 | $67K | Buy |
51,329
+12,883
| +34% | +$16.8K | 0.03% | 335 |
|
|
2020
Q2 | $58K | Sell |
38,446
-44,155
| -53% | -$66.6K | 0.03% | 271 |
|
|
2020
Q1 | $125K | Buy |
82,601
+33,214
| +67% | +$50.3K | 0.1% | 192 |
|
|
2019
Q4 | $163K | Buy |
+49,387
| New | +$163K | 0.12% | 216 |
|