Holistic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.7K | Hold |
10,874
| – | – | 0.02% | 146 |
|
|
2025
Q4 | $57.6K | Hold |
10,874
| – | – | 0.02% | 136 |
|
|
2025
Q3 | $49.4K | Hold |
10,874
| – | – | 0.02% | 138 |
|
|
2025
Q2 | $46.2K | Hold |
10,874
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $41.5K | Hold |
10,874
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $29.6K | Hold |
10,874
| – | – | 0.01% | 121 |
|
|
2024
Q3 | $33.9K | Sell |
10,874
-19,167
| -64% | -$57.5K | 0.02% | 119 |
|
|
2024
Q2 | $82K | Sell |
30,041
-2,017
| -6% | -$5.41K | 0.04% | 117 |
|
|
2024
Q1 | $83K | Hold |
32,058
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $76.6K | Hold |
32,058
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $68.3K | Hold |
32,058
| – | – | 0.05% | 104 |
|
|
2023
Q2 | $70.5K | Sell |
32,058
-9,428
| -23% | -$21.6K | 0.05% | 108 |
|
|
2023
Q1 | $96.2K | Sell |
41,486
-228
| -0.5% | -$552 | 0.08% | 103 |
|
|
2022
Q4 | $91.8K | Hold |
41,714
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $75K | Hold |
41,714
| – | – | 0.07% | 88 |
|
|
2022
Q2 | $85K | Hold |
41,714
| – | – | 0.08% | 89 |
|
|
2022
Q1 | $101K | Buy |
41,714
+15,140
| +57% | +$40.3K | 0.06% | 114 |
|
|
2021
Q4 | $68K | Buy |
+26,574
| New | +$67.8K | 0.04% | 122 |
|
|
2018
Q4 | – | Sell |
-15,618
| Closed | -$47K | – | 75 |
|
|
2018
Q3 | $47K | Hold |
15,618
| – | – | 0.04% | 81 |
|
|
2018
Q2 | $52K | Hold |
15,618
| – | – | 0.06% | 33 |
|
|
2018
Q1 | $58K | Buy |
15,618
+865
| +6% | +$3.35K | 0.05% | 175 |
|
|
2017
Q4 | $55K | Buy |
+14,753
| New | +$53.2K | 0.05% | 189 |
|
Other funds holding LYG
MIP
CBU
