Global Retirement Partners’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 | $1.86M | Sell |
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|
2025
Q2 | $1.82M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $928K | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $757K | Buy |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $616K | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | $179K | Sell |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $13K | Buy |
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|
2018
Q1 | $14K | Buy |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
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