HAG
HighPoint Advisor Group’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
51,255
-650
| -1% | -$2.76K | 0.01% | 624 |
|
|
2025
Q1 | $207K | Buy |
51,905
+419
| +0.8% | +$1.67K | 0.01% | 616 |
|
|
2024
Q4 | $161K | Buy |
51,486
+2,498
| +5% | +$7.82K | 0.01% | 642 |
|
|
2024
Q3 | $137K | Buy |
48,988
+1,343
| +3% | +$3.75K | 0.01% | 640 |
|
|
2024
Q2 | $143K | Buy |
47,645
+3,106
| +7% | +$9.32K | 0.01% | 589 |
|
|
2024
Q1 | $119K | Buy |
44,539
+791
| +2% | +$2.11K | 0.01% | 616 |
|
|
2023
Q4 | $113K | Buy |
+43,748
| New | +$113K | 0.01% | 611 |
|
|
2022
Q2 | $75K | Buy |
+37,880
| New | +$75K | 0.01% | 511 |
|
|
2021
Q3 | $116K | Buy |
47,454
+38
| +0.1% | +$93 | 0.01% | 529 |
|
|
2021
Q2 | $121K | Sell |
47,416
-1,956
| -4% | -$4.99K | 0.01% | 522 |
|
|
2021
Q1 | $116K | Buy |
49,372
+1,917
| +4% | +$4.5K | 0.01% | 480 |
|
|
2020
Q4 | $97K | Sell |
47,455
-7,468
| -14% | -$15.3K | 0.01% | 459 |
|
|
2020
Q3 | $78K | Sell |
54,923
-2,877
| -5% | -$4.09K | 0.01% | 377 |
|
|
2020
Q2 | $86K | Buy |
57,800
+7,308
| +14% | +$10.9K | 0.02% | 340 |
|
|
2020
Q1 | $72K | Sell |
50,492
-22
| -0% | -$31 | 0.02% | 328 |
|
|
2019
Q4 | $153K | Buy |
50,514
+4,704
| +10% | +$14.2K | 0.03% | 341 |
|
|
2019
Q3 | $130K | Buy |
45,810
+2,217
| +5% | +$6.29K | 0.03% | 409 |
|
|
2019
Q2 | $122K | Sell |
43,593
-688
| -2% | -$1.93K | 0.03% | 408 |
|
|
2019
Q1 | $141K | Buy |
44,281
+431
| +1% | +$1.37K | 0.03% | 322 |
|
|
2018
Q4 | $129K | Sell |
43,850
-1,810
| -4% | -$5.33K | 0.03% | 304 |
|
|
2018
Q3 | $132K | Buy |
45,660
+8,356
| +22% | +$24.2K | 0.04% | 335 |
|
|
2018
Q2 | $113K | Buy |
+37,304
| New | +$113K | 0.03% | 320 |
|
|
2018
Q1 | – | Sell |
-37,370
| Closed | -$142K | – | 316 |
|
|
2017
Q4 | $142K | Buy |
+37,370
| New | +$142K | 0.04% | 285 |
|
|
2016
Q3 | – | Sell |
-23,874
| Closed | -$70K | – | 302 |
|
|
2016
Q2 | $70K | Buy |
+23,874
| New | +$70K | 0.02% | 266 |
|
|
2016
Q1 | – | Sell |
-11,013
| Closed | -$43K | – | 235 |
|
|
2015
Q4 | $43K | Buy |
+11,013
| New | +$43K | 0.03% | 195 |
|