Foundations Investment Advisors’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 | $333K | Buy |
78,399
+6,451
| +9% | +$27.4K | 0.01% | 706 |
|
|
2025
Q1 | $275K | Sell |
71,948
-10,059
| -12% | -$38.4K | 0.01% | 737 |
|
|
2024
Q4 | $223K | Sell |
82,007
-2,085
| -2% | -$5.67K | ﹤0.01% | 769 |
|
|
2024
Q3 | $262K | Buy |
84,092
+2,838
| +3% | +$8.86K | 0.01% | 672 |
|
|
2024
Q2 | $222K | Buy |
81,254
+4,527
| +6% | +$12.4K | 0.01% | 696 |
|
|
2024
Q1 | $199K | Sell |
76,727
-14,194
| -16% | -$36.8K | 0.01% | 680 |
|
|
2023
Q4 | $195K | Buy |
90,921
+1,959
| +2% | +$4.21K | 0.01% | 643 |
|
|
2023
Q3 | $189K | Sell |
88,962
-55,134
| -38% | -$117K | 0.01% | 618 |
|
|
2023
Q2 | $317K | Sell |
144,096
-41,865
| -23% | -$92.1K | 0.01% | 460 |
|
|
2023
Q1 | $431K | Buy |
185,961
+30,126
| +19% | +$69.9K | 0.02% | 343 |
|
|
2022
Q4 | $343K | Buy |
155,835
+65,218
| +72% | +$143K | 0.01% | 325 |
|
|
2022
Q3 | $162K | Buy |
90,617
+3,160
| +4% | +$5.65K | 0.01% | 384 |
|
|
2022
Q2 | $173K | Buy |
87,457
+25,890
| +42% | +$51.2K | 0.01% | 374 |
|
|
2022
Q1 | $143K | Buy |
61,567
+12,153
| +25% | +$28.2K | 0.01% | 340 |
|
|
2021
Q4 | $143K | Buy |
49,414
+31,355
| +174% | +$90.7K | 0.01% | 339 |
|
|
2021
Q3 | $45K | Buy |
18,059
+3,650
| +25% | +$9.1K | ﹤0.01% | 309 |
|
|
2021
Q2 | $37K | Buy |
+14,409
| New | +$37K | ﹤0.01% | 299 |
|
|
2021
Q1 | – | Sell |
-10,186
| Closed | -$20K | – | 231 |
|
|
2020
Q4 | $20K | Buy |
+10,186
| New | +$20K | ﹤0.01% | 188 |
|
|
2020
Q2 | – | Sell |
-11,022
| Closed | -$14K | – | 170 |
|
|
2020
Q1 | $14K | Buy |
+11,022
| New | +$14K | ﹤0.01% | 117 |
|