Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-53,311
| Closed | -$227K | – | 451 |
|
|
2025
Q2 | $227K | Sell |
53,311
-11,255
| -17% | -$44.7K | 0.02% | 676 |
|
|
2025
Q1 | $247K | Sell |
64,566
-24,698
| -28% | -$81.7K | 0.02% | 653 |
|
|
2024
Q4 | $243K | Buy |
89,264
+17,143
| +24% | +$49K | 0.02% | 668 |
|
|
2024
Q3 | $225K | Sell |
72,121
-8,280
| -10% | -$24.8K | 0.02% | 684 |
|
|
2024
Q2 | $219K | Sell |
80,401
-14,143
| -15% | -$37.9K | 0.02% | 691 |
|
|
2024
Q1 | $245K | Sell |
94,544
-8,183
| -8% | -$18.8K | 0.02% | 674 |
|
|
2023
Q4 | $246K | Sell |
102,727
-18,810
| -15% | -$40.3K | 0.02% | 658 |
|
|
2023
Q3 | $259K | Sell |
121,537
-102,400
| -46% | -$222K | 0.03% | 554 |
|
|
2023
Q2 | $493K | Sell |
223,937
-20,647
| -8% | -$47.3K | 0.06% | 401 |
|
|
2023
Q1 | $567K | Sell |
244,584
-78,292
| -24% | -$189K | 0.06% | 371 |
|
|
2022
Q4 | $710K | Buy |
322,876
+3,256
| +1% | +$6.7K | 0.08% | 316 |
|
|
2022
Q3 | $572K | Sell |
319,620
-15,437
| -5% | -$32K | 0.07% | 374 |
|
|
2022
Q2 | $684K | Sell |
335,057
-387,857
| -54% | -$856K | 0.07% | 345 |
|
|
2022
Q1 | $1.74M | Buy |
722,914
+585,816
| +427% | +$1.56M | 0.16% | 162 |
|
|
2021
Q4 | $350K | Sell |
137,098
-6,629
| -5% | -$16.9K | 0.03% | 626 |
|
|
2021
Q3 | $352K | Buy |
143,727
+685
| +0.5% | +$1.68K | 0.03% | 596 |
|
|
2021
Q2 | $365K | Buy |
143,042
+491
| +0.3% | +$1.26K | 0.03% | 639 |
|
|
2021
Q1 | $331K | Sell |
142,551
-23,804
| -14% | -$49.4K | 0.03% | 648 |
|
|
2020
Q4 | $326K | Sell |
166,355
-16,900
| -9% | -$28.5K | 0.04% | 452 |
|
|
2020
Q3 | $238K | Sell |
183,255
-13,118
| -7% | -$18.4K | 0.03% | 464 |
|
|
2020
Q2 | $295K | Sell |
196,373
-67,893
| -26% | -$102K | 0.03% | 409 |
|
|
2020
Q1 | $769K | Buy |
264,266
+30,447
| +13% | +$78.5K | 0.07% | 239 |
|
|
2019
Q4 | $774K | Sell |
233,819
-44,571
| -16% | -$135K | 0.07% | 247 |
|
|
2019
Q3 | $735K | Buy |
278,390
+9,470
| +4% | +$24.6K | 0.06% | 269 |
|
|
2019
Q2 | $764K | Sell |
268,920
-4,953
| -2% | -$15.3K | 0.06% | 267 |
|
|
2019
Q1 | $879K | Buy |
273,873
+14,707
| +6% | +$45K | 0.07% | 265 |
|
|
2018
Q4 | $663K | Sell |
259,166
-28,776
| -10% | -$81.8K | 0.05% | 354 |
|
|
2018
Q3 | $893K | Buy |
287,942
+25,010
| +10% | +$80.2K | 0.06% | 359 |
|
|
2018
Q2 | $876K | Buy |
262,932
+242,719
| +1,201% | +$863K | 0.05% | 375 |
|
|
2018
Q1 | $75K | Sell |
20,213
-10,745
| -35% | -$41.6K | ﹤0.01% | 1094 |
|
|
2017
Q4 | $116K | Sell |
30,958
-3,678
| -11% | -$13.3K | 0.01% | 1101 |
|
|
2017
Q3 | $127K | Sell |
34,636
-2,465
| -7% | -$8.59K | 0.01% | 1054 |
|
|
2017
Q2 | $131K | Sell |
37,101
-1,849
| -5% | -$6.57K | 0.01% | 1021 |
|
|
2017
Q1 | $132K | Buy |
38,950
+24,765
| +175% | +$83.5K | 0.01% | 1010 |
|
|
2016
Q4 | $44K | Sell |
14,185
-34,047
| -71% | -$99.6K | ﹤0.01% | 966 |
|
|
2016
Q3 | $138K | Buy |
48,232
+33,056
| +218% | +$98.2K | 0.01% | 856 |
|
|
2016
Q2 | $45K | Sell |
15,176
-15,519
| -51% | -$60.7K | ﹤0.01% | 826 |
|
|
2016
Q1 | $121K | Buy |
30,695
+19,324
| +170% | +$74.8K | 0.01% | 784 |
|
|
2015
Q4 | $50K | Buy |
+11,371
| New | +$51.5K | ﹤0.01% | 768 |
|
|
2014
Q3 | – | Sell |
-10,893
| Closed | -$56K | – | 510 |
|
|
2014
Q2 | $56K | Sell |
10,893
-6,582
| -38% | -$34.2K | 0.01% | 493 |
|
|
2014
Q1 | $89K | Sell |
17,475
-2,353
| -12% | -$12.8K | 0.02% | 425 |
|
|
2013
Q4 | $105K | Sell |
19,828
-22,065
| -53% | -$111K | 0.03% | 418 |
|
|
2013
Q3 | $202K | Buy |
41,893
+6,326
| +18% | +$28.5K | 0.06% | 334 |
|
|
2013
Q2 | $137K | Buy |
+35,567
| New | +$124K | 0.05% | 305 |
|
Other funds holding LYG
MIP
