Evergreen Capital Management’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 | $601K | Buy |
119,438
+1,800
| +2% | +$9.88K | 0.01% | 678 |
|
|
2025
Q4 | $623K | Sell |
117,638
-9,184
| -7% | -$44.5K | 0.01% | 619 |
|
|
2025
Q3 | $576K | Sell |
126,822
-956
| -0.7% | -$4.18K | 0.01% | 590 |
|
|
2025
Q2 | $543K | Buy |
127,778
+3,038
| +2% | +$12.1K | 0.02% | 525 |
|
|
2025
Q1 | $477K | Sell |
124,740
-1,069
| -0.8% | -$3.54K | 0.02% | 527 |
|
|
2024
Q4 | $342K | Buy |
125,809
+4,374
| +4% | +$12.5K | 0.01% | 673 |
|
|
2024
Q3 | $379K | Buy |
121,435
+1,311
| +1% | +$3.93K | 0.01% | 619 |
|
|
2024
Q2 | $328K | Buy |
120,124
+2,814
| +2% | +$7.55K | 0.01% | 629 |
|
|
2024
Q1 | $304K | Buy |
117,310
+6,196
| +6% | +$14.2K | 0.01% | 624 |
|
|
2023
Q4 | $266K | Buy |
111,114
+32,020
| +40% | +$68.6K | 0.01% | 646 |
|
|
2023
Q3 | $168K | Sell |
79,094
-12,029
| -13% | -$26.1K | 0.01% | 727 |
|
|
2023
Q2 | $200K | Sell |
91,123
-5,071
| -5% | -$11.6K | 0.01% | 733 |
|
|
2023
Q1 | $223K | Buy |
96,194
+8,468
| +10% | +$20.5K | 0.01% | 621 |
|
|
2022
Q4 | $193K | Buy |
87,726
+12,940
| +17% | +$26.6K | 0.01% | 624 |
|
|
2022
Q3 | $134K | Buy |
74,786
+35,797
| +92% | +$74.3K | 0.01% | 587 |
|
|
2022
Q2 | $80K | Sell |
38,989
-55,440
| -59% | -$122K | ﹤0.01% | 550 |
|
|
2022
Q1 | $228K | Buy |
94,429
+24,239
| +35% | +$64.5K | 0.01% | 571 |
|
|
2021
Q4 | $179K | Buy |
70,190
+14,271
| +26% | +$36.4K | 0.01% | 603 |
|
|
2021
Q3 | $137K | Buy |
55,919
+4,021
| +8% | +$9.85K | 0.01% | 561 |
|
|
2021
Q2 | $132K | Buy |
51,898
+5,581
| +12% | +$14.3K | 0.01% | 516 |
|
|
2021
Q1 | $107K | Buy |
46,317
+17,423
| +60% | +$36.2K | 0.01% | 493 |
|
|
2020
Q4 | $57K | Buy |
28,894
+11,263
| +64% | +$19K | ﹤0.01% | 444 |
|
|
2020
Q3 | $23K | Buy |
+17,631
| New | +$24.7K | ﹤0.01% | 424 |
|
|
2020
Q1 | – | Sell |
-10,678
| Closed | -$35K | – | 448 |
|
|
2019
Q4 | $35K | Buy |
+10,678
| New | +$32.3K | ﹤0.01% | 469 |
|
|
2019
Q3 | – | Sell |
-18,134
| Closed | -$52K | – | 453 |
|
|
2019
Q2 | $52K | Buy |
18,134
+4,801
| +36% | +$14.8K | 0.01% | 429 |
|
|
2019
Q1 | $43K | Buy |
13,333
+1,848
| +16% | +$5.65K | ﹤0.01% | 401 |
|
|
2018
Q4 | $29K | Sell |
11,485
-11,533
| -50% | -$32.8K | ﹤0.01% | 378 |
|
|
2018
Q3 | $70K | Hold |
23,018
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $77K | Buy |
+23,018
| New | +$81.8K | 0.01% | 360 |
|
Other funds holding LYG
MIP
CBU
