Greenleaf Trust’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 | $46K | Sell |
10,824
-2,473
| -19% | -$10.5K | ﹤0.01% | 796 |
|
|
2025
Q1 | $50.8K | Buy |
+13,297
| New | +$50.8K | ﹤0.01% | 795 |
|
|
2024
Q1 | – | Sell |
-13,578
| Closed | -$32.5K | – | 787 |
|
|
2023
Q4 | $32.5K | Buy |
+13,578
| New | +$32.5K | ﹤0.01% | 748 |
|
|
2023
Q3 | – | Sell |
-14,890
| Closed | -$32.8K | – | 774 |
|
|
2023
Q2 | $32.8K | Buy |
+14,890
| New | +$32.8K | ﹤0.01% | 764 |
|
|
2022
Q4 | – | Sell |
-15,144
| Closed | -$27K | – | 762 |
|
|
2022
Q3 | $27K | Buy |
15,144
+1,315
| +10% | +$2.34K | ﹤0.01% | 706 |
|
|
2022
Q2 | $28K | Buy |
+13,829
| New | +$28K | ﹤0.01% | 711 |
|
|
2020
Q4 | – | Sell |
-13,603
| Closed | -$18K | – | 631 |
|
|
2020
Q3 | $18K | Sell |
13,603
-347,055
| -96% | -$459K | ﹤0.01% | 565 |
|
|
2020
Q2 | $541K | Sell |
360,658
-16,200
| -4% | -$24.3K | 0.01% | 256 |
|
|
2020
Q1 | $569K | Buy |
+376,858
| New | +$569K | 0.01% | 203 |
|
|
2014
Q4 | – | Sell |
-10,949
| Closed | -$55K | – | 166 |
|
|
2014
Q3 | $55K | Buy |
+10,949
| New | +$55K | ﹤0.01% | 149 |
|