IFG Advisory’s Lloyds Banking Group LYG Stock Holding History

IFG Advisory’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,093	Closed	-$35K	–	520
2022 Q4	$35K	Buy	16,093 +269	+2%	+$553	﹤0.01%	484
2022 Q3	$28K	Hold	15,824	–	–	﹤0.01%	510
2022 Q2	$32K	Hold	15,824	–	–	﹤0.01%	457
2022 Q1	$38K	Hold	15,824	–	–	﹤0.01%	487
2021 Q4	$40K	Hold	15,824	–	–	﹤0.01%	496
2021 Q3	$38K	Sell	15,824 -389	-2%	-$953	﹤0.01%	478
2021 Q2	$41K	Buy	+16,213	New	+$41.6K	﹤0.01%	470
2021 Q1	–	Sell	-17,614	Closed	-$34K	–	482
2020 Q4	$34K	Hold	17,614	–	–	﹤0.01%	446
2020 Q3	$22K	Sell	17,614 -138	-0.8%	-$193	﹤0.01%	408
2020 Q2	$26K	Sell	17,752 -5,122	-22%	-$7.68K	﹤0.01%	383
2020 Q1	$34K	Buy	22,874 +2,020	+10%	+$5.21K	0.01%	355
2019 Q4	$69K	Sell	20,854 -1,073	-5%	-$3.25K	0.01%	405
2019 Q3	$57K	Buy	+21,927	New	+$56.9K	0.01%	393
2019 Q2	–	Sell	-14,759	Closed	-$47K	–	357
2019 Q1	$47K	Buy	14,759 +521	+4%	+$1.59K	0.01%	333
2018 Q4	$36K	Buy	14,238 +3,188	+29%	+$9.06K	0.01%	307
2018 Q3	$33K	Buy	+11,050	New	+$35.4K	0.01%	376

Other funds holding LYG

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return