Kathmere Capital Management’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
$680K Sell
160,050
-3,781
-2% -$16.1K 0.05% 222
2025
Q1
$626K Buy
163,831
+30,275
+23% +$116K 0.05% 203
2024
Q4
$363K Sell
133,556
-43,886
-25% -$119K 0.03% 281
2024
Q3
$554K Buy
177,442
+38,817
+28% +$121K 0.05% 187
2024
Q2
$378K Buy
138,625
+49,556
+56% +$135K 0.04% 215
2024
Q1
$231K Buy
89,069
+53,927
+153% +$140K 0.03% 282
2023
Q4
$84K Buy
+35,142
New +$84K 0.01% 287