Geneos Wealth 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 | $58.3K | Buy |
13,714
+1,753
| +15% | +$7.45K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $106K | Buy |
11,961
+7,490
| +168% | +$66.2K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $12.2K | Buy |
4,471
+399
| +10% | +$1.09K | ﹤0.01% | 1971 |
|
|
2024
Q3 | $12.7K | Buy |
4,072
+3,835
| +1,618% | +$12K | ﹤0.01% | 1739 |
|
|
2024
Q2 | $647 | Hold |
237
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q1 | $614 | Hold |
237
| – | – | ﹤0.01% | 2103 |
|
|
2023
Q4 | $566 | Buy |
+237
| New | +$566 | ﹤0.01% | 2082 |
|
|
2022
Q2 | – | Sell |
-2,889
| Closed | -$6K | – | 2701 |
|
|
2022
Q1 | $6K | Sell |
2,889
-17,086
| -86% | -$35.5K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $50K | Sell |
19,975
-1,064
| -5% | -$2.66K | ﹤0.01% | 1482 |
|
|
2021
Q3 | $51K | Hold |
21,039
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q2 | $53K | Hold |
21,039
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q1 | $52K | Hold |
21,039
| – | – | ﹤0.01% | 1612 |
|
|
2020
Q4 | $48K | Hold |
21,039
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q3 | $25K | Hold |
21,039
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q2 | $30K | Buy |
21,039
+18,450
| +713% | +$26.3K | ﹤0.01% | 1441 |
|
|
2020
Q1 | $4K | Sell |
2,589
-376
| -13% | -$581 | ﹤0.01% | 2110 |
|
|
2019
Q4 | $9K | Hold |
2,965
| – | – | ﹤0.01% | 2009 |
|
|
2019
Q3 | $7K | Hold |
2,965
| – | – | ﹤0.01% | 2008 |
|
|
2019
Q2 | $8K | Hold |
2,965
| – | – | ﹤0.01% | 1980 |
|
|
2019
Q1 | $9K | Buy |
2,965
+376
| +15% | +$1.14K | ﹤0.01% | 1870 |
|
|
2018
Q4 | $6K | Hold |
2,589
| – | – | ﹤0.01% | 1934 |
|
|
2018
Q3 | $7K | Sell |
2,589
-5,100
| -66% | -$13.8K | ﹤0.01% | 1969 |
|
|
2018
Q2 | $25K | Hold |
7,689
| – | – | ﹤0.01% | 1356 |
|
|
2018
Q1 | $28K | Buy |
7,689
+3,600
| +88% | +$13.1K | ﹤0.01% | 1248 |
|
|
2017
Q4 | $15K | Hold |
4,089
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q3 | $14K | Buy |
4,089
+1,500
| +58% | +$5.14K | ﹤0.01% | 1456 |
|
|
2017
Q2 | $9K | Hold |
2,589
| – | – | ﹤0.01% | 1575 |
|
|
2017
Q1 | $8K | Buy |
+2,589
| New | +$8K | ﹤0.01% | 1558 |
|