Forum Financial Management’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 | $773K | Hold |
181,796
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $694K | Hold |
181,796
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $494K | Buy |
181,796
+47,752
| +36% | +$130K | 0.01% | 382 |
|
|
2024
Q3 | $418K | Hold |
134,044
| – | – | 0.01% | 384 |
|
|
2024
Q2 | $366K | Buy |
134,044
+67,750
| +102% | +$185K | 0.01% | 410 |
|
|
2024
Q1 | $172K | Hold |
66,294
| – | – | ﹤0.01% | 713 |
|
|
2023
Q4 | $158K | Sell |
66,294
-32,619
| -33% | -$78K | ﹤0.01% | 663 |
|
|
2023
Q3 | $211K | Hold |
98,913
| – | – | ﹤0.01% | 571 |
|
|
2023
Q2 | $218K | Sell |
98,913
-282
| -0.3% | -$620 | ﹤0.01% | 580 |
|
|
2023
Q1 | $230K | Sell |
99,195
-20,374
| -17% | -$47.3K | 0.01% | 499 |
|
|
2022
Q4 | $263K | Hold |
119,569
| – | – | 0.01% | 430 |
|
|
2022
Q3 | $214K | Hold |
119,569
| – | – | 0.01% | 477 |
|
|
2022
Q2 | $244K | Hold |
119,569
| – | – | 0.01% | 438 |
|
|
2022
Q1 | $288K | Hold |
119,569
| – | – | 0.01% | 411 |
|
|
2021
Q4 | $305K | Buy |
+119,569
| New | +$305K | 0.02% | 413 |
|