Fort Point Capital Partners’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
Q1 | – | Sell |
-50,000
| Closed | -$136K | – | 309 |
|
|
2024
Q4 | $136K | Sell |
50,000
-1,201
| -2% | -$3.27K | 0.01% | 292 |
|
|
2024
Q3 | $160K | Buy |
51,201
+1,201
| +2% | +$3.75K | 0.02% | 281 |
|
|
2024
Q2 | $137K | Sell |
50,000
-2,368
| -5% | -$6.47K | 0.02% | 305 |
|
|
2024
Q1 | $136K | Hold |
52,368
| – | – | 0.02% | 308 |
|
|
2023
Q4 | $125K | Buy |
52,368
+1,765
| +3% | +$4.22K | 0.02% | 286 |
|
|
2023
Q3 | $108K | Buy |
50,603
+603
| +1% | +$1.28K | 0.02% | 269 |
|
|
2023
Q2 | $110K | Hold |
50,000
| – | – | 0.02% | 272 |
|
|
2023
Q1 | $116K | Hold |
50,000
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $110K | Hold |
50,000
| – | – | 0.02% | 250 |
|
|
2022
Q3 | $90K | Hold |
50,000
| – | – | 0.02% | 254 |
|
|
2022
Q2 | $102K | Buy |
50,000
+25,000
| +100% | +$51K | 0.02% | 260 |
|
|
2022
Q1 | $60K | Sell |
25,000
-15,000
| -38% | -$36K | 0.01% | 273 |
|
|
2021
Q4 | $102K | Buy |
+40,000
| New | +$102K | 0.01% | 275 |
|