Independent Advisor Alliance’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 | $328K | Buy |
77,248
+5,284
| +7% | +$22.5K | 0.01% | 698 |
|
|
2025
Q1 | $275K | Sell |
71,964
-3,085
| -4% | -$11.8K | 0.01% | 676 |
|
|
2024
Q4 | $204K | Buy |
75,049
+3,420
| +5% | +$9.3K | ﹤0.01% | 1284 |
|
|
2024
Q3 | $223K | Buy |
71,629
+5,628
| +9% | +$17.6K | 0.01% | 637 |
|
|
2024
Q2 | $180K | Sell |
66,001
-7,236
| -10% | -$19.8K | 0.01% | 668 |
|
|
2024
Q1 | $190K | Sell |
73,237
-15,329
| -17% | -$39.7K | 0.01% | 662 |
|
|
2023
Q4 | $212K | Sell |
88,566
-887
| -1% | -$2.12K | 0.01% | 630 |
|
|
2023
Q3 | $191K | Buy |
89,453
+18,320
| +26% | +$39K | 0.01% | 614 |
|
|
2023
Q2 | $156K | Buy |
71,133
+1,231
| +2% | +$2.71K | 0.01% | 633 |
|
|
2023
Q1 | $162K | Buy |
69,902
+1,312
| +2% | +$3.04K | 0.01% | 627 |
|
|
2022
Q4 | $151 | Buy |
68,590
+1,878
| +3% | +$4 | ﹤0.01% | 386 |
|
|
2022
Q3 | $119K | Buy |
66,712
+29,659
| +80% | +$52.9K | 0.01% | 591 |
|
|
2022
Q2 | $76K | Buy |
37,053
+3,785
| +11% | +$7.76K | ﹤0.01% | 588 |
|
|
2022
Q1 | $80K | Buy |
33,268
+11,291
| +51% | +$27.2K | ﹤0.01% | 634 |
|
|
2021
Q4 | $56K | Buy |
21,977
+3,134
| +17% | +$7.99K | ﹤0.01% | 651 |
|
|
2021
Q3 | $46K | Sell |
18,843
-648
| -3% | -$1.58K | ﹤0.01% | 623 |
|
|
2021
Q2 | $50K | Buy |
+19,491
| New | +$50K | ﹤0.01% | 612 |
|
|
2021
Q1 | – | Sell |
-69,299
| Closed | -$136K | – | 606 |
|
|
2020
Q4 | $136K | Sell |
69,299
-7,706
| -10% | -$15.1K | 0.01% | 520 |
|
|
2020
Q3 | $100K | Sell |
77,005
-5,542
| -7% | -$7.2K | 0.01% | 475 |
|
|
2020
Q2 | $124K | Sell |
82,547
-1,762
| -2% | -$2.65K | 0.01% | 458 |
|
|
2020
Q1 | $127K | Buy |
84,309
+36,103
| +75% | +$54.4K | 0.02% | 385 |
|
|
2019
Q4 | $160K | Sell |
48,206
-3,038
| -6% | -$10.1K | 0.01% | 842 |
|
|
2019
Q3 | $135K | Buy |
51,244
+3,884
| +8% | +$10.2K | 0.02% | 430 |
|
|
2019
Q2 | $135K | Buy |
47,360
+24,012
| +103% | +$68.4K | 0.02% | 390 |
|
|
2019
Q1 | $75K | Buy |
+23,348
| New | +$75K | 0.01% | 421 |
|