Global Retirement Partners’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 | $1.82M | Buy |
+427,337
| New | +$1.82M | 0.05% | 360 |
|
|
2024
Q4 | $1.15M | Buy |
421,123
+17,166
| +4% | +$46.7K | 0.03% | 416 |
|
|
2024
Q3 | $1.26M | Sell |
403,957
-563
| -0.1% | -$1.76K | 0.04% | 383 |
|
|
2024
Q2 | $1.1M | Buy |
404,520
+46,328
| +13% | +$126K | 0.03% | 398 |
|
|
2024
Q1 | $928K | Buy |
358,192
+27,498
| +8% | +$71.2K | 0.03% | 377 |
|
|
2023
Q4 | $711K | Buy |
330,694
+9,418
| +3% | +$20.2K | 0.03% | 415 |
|
|
2023
Q3 | $652K | Sell |
321,276
-22,988
| -7% | -$46.7K | 0.03% | 379 |
|
|
2023
Q2 | $757K | Buy |
344,264
+30,972
| +10% | +$68.1K | 0.04% | 366 |
|
|
2023
Q1 | $711K | Buy |
313,292
+22,162
| +8% | +$50.3K | 0.04% | 367 |
|
|
2022
Q4 | $640K | Sell |
291,130
-35,193
| -11% | -$77.4K | 0.04% | 337 |
|
|
2022
Q3 | $623K | Buy |
326,323
+24,601
| +8% | +$47K | 0.05% | 327 |
|
|
2022
Q2 | $616K | Buy |
301,722
+9,321
| +3% | +$19K | 0.05% | 326 |
|
|
2022
Q1 | $649K | Buy |
+292,401
| New | +$649K | 0.05% | 318 |
|
|
2021
Q4 | – | Sell |
-198,664
| Closed | -$487K | – | 1151 |
|
|
2021
Q3 | $487K | Buy |
198,664
+6,346
| +3% | +$15.6K | 0.05% | 306 |
|
|
2021
Q2 | $490K | Buy |
192,318
+7,985
| +4% | +$20.3K | 0.05% | 294 |
|
|
2021
Q1 | $428K | Buy |
184,333
+13,857
| +8% | +$32.2K | 0.05% | 282 |
|
|
2020
Q4 | $334K | Buy |
170,476
+2,345
| +1% | +$4.59K | 0.04% | 303 |
|
|
2020
Q3 | $219K | Buy |
168,131
+12,650
| +8% | +$16.5K | 0.03% | 348 |
|
|
2020
Q2 | $233K | Buy |
155,481
+37,157
| +31% | +$55.7K | 0.04% | 329 |
|
|
2020
Q1 | $179K | Sell |
118,324
-21,846
| -16% | -$33K | 0.03% | 336 |
|
|
2019
Q4 | $464K | Buy |
140,170
+7,297
| +5% | +$24.2K | 0.07% | 242 |
|
|
2019
Q3 | $351K | Buy |
132,873
+40,164
| +43% | +$106K | 0.06% | 265 |
|
|
2019
Q2 | $263K | Buy |
92,709
+2,895
| +3% | +$8.21K | 0.05% | 294 |
|
|
2019
Q1 | $288K | Buy |
89,814
+11,065
| +14% | +$35.5K | 0.07% | 237 |
|
|
2018
Q4 | $202K | Buy |
78,749
+74,995
| +1,998% | +$192K | 0.05% | 283 |
|
|
2018
Q3 | $11K | Sell |
3,754
-182
| -5% | -$533 | ﹤0.01% | 1005 |
|
|
2018
Q2 | $13K | Buy |
3,936
+73
| +2% | +$241 | ﹤0.01% | 931 |
|
|
2018
Q1 | $14K | Buy |
3,863
+2,857
| +284% | +$10.4K | ﹤0.01% | 859 |
|
|
2017
Q4 | $4K | Buy |
+1,006
| New | +$4K | ﹤0.01% | 1168 |
|
|
2017
Q3 | – | Sell |
-522
| Closed | -$2K | – | 1231 |
|
|
2017
Q2 | $2K | Hold |
522
| – | – | ﹤0.01% | 1065 |
|
|
2017
Q1 | $2K | Hold |
522
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q4 | $2K | Buy |
+522
| New | +$2K | ﹤0.01% | 961 |
|