HighPoint Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-49,339
| Closed | -$261K | – | 878 |
|
|
2025
Q4 | $261K | Buy |
49,339
+544
| +1% | +$2.63K | 0.01% | 912 |
|
|
2025
Q3 | $222K | Sell |
48,795
-2,460
| -5% | -$10.8K | 0.01% | 630 |
|
|
2025
Q2 | $218K | Sell |
51,255
-650
| -1% | -$2.58K | 0.01% | 624 |
|
|
2025
Q1 | $207K | Buy |
51,905
+419
| +0.8% | +$1.39K | 0.01% | 616 |
|
|
2024
Q4 | $161K | Buy |
51,486
+2,498
| +5% | +$7.13K | 0.01% | 642 |
|
|
2024
Q3 | $137K | Buy |
48,988
+1,343
| +3% | +$4.03K | 0.01% | 640 |
|
|
2024
Q2 | $143K | Buy |
47,645
+3,106
| +7% | +$8.33K | 0.01% | 589 |
|
|
2024
Q1 | $119K | Buy |
44,539
+791
| +2% | +$1.81K | 0.01% | 616 |
|
|
2023
Q4 | $113K | Buy |
+43,748
| New | +$93.7K | 0.01% | 611 |
|
|
2022
Q2 | $75K | Buy |
+37,880
| New | +$83.6K | 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% | -$5.02K | 0.01% | 522 |
|
|
2021
Q1 | $116K | Buy |
49,372
+1,917
| +4% | +$3.98K | 0.01% | 480 |
|
|
2020
Q4 | $97K | Sell |
47,455
-7,468
| -14% | -$12.6K | 0.01% | 459 |
|
|
2020
Q3 | $78K | Sell |
54,923
-2,877
| -5% | -$4.03K | 0.01% | 377 |
|
|
2020
Q2 | $86K | Buy |
57,800
+7,308
| +14% | +$11K | 0.02% | 340 |
|
|
2020
Q1 | $72K | Sell |
50,492
-22
| -0% | -$57 | 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% | +$5.75K | 0.03% | 409 |
|
|
2019
Q2 | $122K | Sell |
43,593
-688
| -2% | -$2.13K | 0.03% | 408 |
|
|
2019
Q1 | $141K | Buy |
44,281
+431
| +1% | +$1.32K | 0.03% | 322 |
|
|
2018
Q4 | $129K | Sell |
43,850
-1,810
| -4% | -$5.15K | 0.03% | 304 |
|
|
2018
Q3 | $132K | Buy |
45,660
+8,356
| +22% | +$26.8K | 0.04% | 335 |
|
|
2018
Q2 | $113K | Buy |
+37,304
| New | +$133K | 0.03% | 320 |
|
|
2018
Q1 | – | Sell |
-37,370
| Closed | -$142K | – | 316 |
|
|
2017
Q4 | $142K | Buy |
+37,370
| New | +$135K | 0.04% | 285 |
|
|
2016
Q3 | – | Sell |
-23,874
| Closed | -$70K | – | 302 |
|
|
2016
Q2 | $70K | Buy |
+23,874
| New | +$93.4K | 0.02% | 266 |
|
|
2016
Q1 | – | Sell |
-11,013
| Closed | -$43K | – | 235 |
|
|
2015
Q4 | $43K | Buy |
+11,013
| New | +$49.9K | 0.03% | 195 |
|
Other funds holding LYG
MIP
CBU
HighPoint Advisor Group's LYG Position: Q1 2026 in Review
HighPoint Advisor Group sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 49,339 shares — an estimated $261K sold.
HighPoint Advisor Group first reported a position in LYG in Q4 2015 and held it in 27 quarters. The position peaked at $261K in Q4 2025. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.
- HighPoint Advisor Group reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 49,339 Lloyds Banking Group shares in Q1 2026, an estimated $261K.
- HighPoint Advisor Group first reported a position in Lloyds Banking Group in Q4 2015 and held it in 27 quarters.
- HighPoint Advisor Group's Lloyds Banking Group position peaked at $261K in Q4 2025.
- 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.