IFP Advisors’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 | $145K | Sell |
34,122
-755
| -2% | -$3.21K | ﹤0.01% | 1425 |
|
|
2025
Q1 | $133K | Buy |
34,877
+184
| +0.5% | +$703 | ﹤0.01% | 1375 |
|
|
2024
Q4 | $94.4K | Buy |
34,693
+7,757
| +29% | +$21.1K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $84K | Sell |
26,936
-9,121
| -25% | -$28.5K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $98.4K | Buy |
36,057
+15,621
| +76% | +$42.6K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $52.9K | Buy |
20,436
+6,533
| +47% | +$16.9K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $33.2K | Sell |
13,903
-1,897
| -12% | -$4.53K | ﹤0.01% | 1712 |
|
|
2023
Q3 | $33.7K | Sell |
15,800
-104,117
| -87% | -$222K | ﹤0.01% | 1731 |
|
|
2023
Q2 | $264K | Buy |
119,917
+227
| +0.2% | +$499 | 0.01% | 888 |
|
|
2023
Q1 | $405K | Sell |
119,690
-89,502
| -43% | -$303K | 0.02% | 668 |
|
|
2022
Q4 | $705K | Buy |
209,192
+6,973
| +3% | +$23.5K | 0.02% | 752 |
|
|
2022
Q3 | $696K | Buy |
202,219
+13,597
| +7% | +$46.8K | 0.02% | 778 |
|
|
2022
Q2 | $653K | Hold |
188,622
| – | – | 0.02% | 726 |
|
|
2022
Q1 | $653K | Buy |
188,622
+56,862
| +43% | +$197K | 0.02% | 726 |
|
|
2021
Q4 | $341K | Buy |
131,760
+37,016
| +39% | +$95.8K | 0.01% | 722 |
|
|
2021
Q3 | $233K | Buy |
94,744
+57,705
| +156% | +$142K | ﹤0.01% | 853 |
|
|
2021
Q2 | $95K | Buy |
37,039
+2,339
| +7% | +$6K | ﹤0.01% | 1267 |
|
|
2021
Q1 | $81K | Buy |
34,700
+2,906
| +9% | +$6.78K | ﹤0.01% | 1252 |
|
|
2020
Q4 | $63K | Buy |
31,794
+2,007
| +7% | +$3.98K | ﹤0.01% | 1339 |
|
|
2020
Q3 | $39K | Buy |
29,787
+6,265
| +27% | +$8.2K | ﹤0.01% | 1379 |
|
|
2020
Q2 | $35K | Sell |
23,522
-3,795
| -14% | -$5.65K | ﹤0.01% | 1357 |
|
|
2020
Q1 | $46K | Buy |
27,317
+7,604
| +39% | +$12.8K | ﹤0.01% | 1157 |
|
|
2019
Q4 | $65K | Buy |
19,713
+19,163
| +3,484% | +$63.2K | ﹤0.01% | 1148 |
|
|
2019
Q3 | $1K | Buy |
+550
| New | +$1K | ﹤0.01% | 2872 |
|
|
2019
Q1 | – | Sell |
-4,127
| Closed | -$11K | – | 2943 |
|
|
2018
Q4 | $11K | Sell |
4,127
-6,228
| -60% | -$16.6K | ﹤0.01% | 2420 |
|
|
2018
Q3 | $31K | Buy |
10,355
+498
| +5% | +$1.49K | ﹤0.01% | 2166 |
|
|
2018
Q2 | $33K | Sell |
9,857
-2,400
| -20% | -$8.04K | ﹤0.01% | 2135 |
|
|
2018
Q1 | $46K | Hold |
12,257
| – | – | ﹤0.01% | 1864 |
|
|
2017
Q4 | $46K | Sell |
12,257
-1,453
| -11% | -$5.45K | ﹤0.01% | 1860 |
|
|
2017
Q3 | $50K | Sell |
13,710
-1,671
| -11% | -$6.09K | ﹤0.01% | 1975 |
|
|
2017
Q2 | $54K | Buy |
15,381
+485
| +3% | +$1.7K | ﹤0.01% | 1898 |
|
|
2017
Q1 | $51K | Sell |
14,896
-2,016
| -12% | -$6.9K | ﹤0.01% | 1895 |
|
|
2016
Q4 | $52K | Buy |
16,912
+38
| +0.2% | +$117 | ﹤0.01% | 1846 |
|
|
2016
Q3 | $48K | Sell |
16,874
-235
| -1% | -$668 | ﹤0.01% | 1833 |
|
|
2016
Q2 | $51K | Buy |
+17,109
| New | +$51K | ﹤0.01% | 1743 |
|
|
2016
Q1 | – | Sell |
-3,660
| Closed | -$16K | – | 2964 |
|
|
2015
Q4 | $16K | Buy |
+3,660
| New | +$16K | ﹤0.01% | 2277 |
|