Kathmere Capital Management’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
$833K Sell
165,585
-2,319
-1% -$12.7K 0.05% 249
2025
Q4
$890K Buy
167,904
+9,785
+6% +$47.4K 0.06% 212
2025
Q3
$718K Sell
158,119
-1,931
-1% -$8.44K 0.05% 230
2025
Q2
$680K Sell
160,050
-3,781
-2% -$15K 0.05% 223
2025
Q1
$626K Buy
163,831
+30,275
+23% +$100K 0.05% 204
2024
Q4
$363K Sell
133,556
-43,886
-25% -$125K 0.03% 282
2024
Q3
$554K Buy
177,442
+38,817
+28% +$116K 0.05% 188
2024
Q2
$378K Buy
138,625
+49,556
+56% +$133K 0.04% 216
2024
Q1
$231K Buy
89,069
+53,927
+153% +$124K 0.03% 283
2023
Q4
$84K Buy
+35,142
New +$75.3K 0.01% 288

Other funds holding LYG