Kestra Advisory Services’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 | $242K | Buy |
56,995
+539
| +1% | +$2.29K | ﹤0.01% | 2522 |
|
2025
Q1 | $216K | Sell |
56,456
-23,495
| -29% | -$89.8K | ﹤0.01% | 2423 |
|
2024
Q4 | $217K | Buy |
79,951
+9,591
| +14% | +$26.1K | ﹤0.01% | 2423 |
|
2024
Q3 | $220K | Sell |
70,360
-29,858
| -30% | -$93.2K | ﹤0.01% | 2305 |
|
2024
Q2 | $200K | Buy |
100,218
+27,164
| +37% | +$54.2K | ﹤0.01% | 2406 |
|
2024
Q1 | $189K | Buy |
73,054
+33,879
| +86% | +$87.7K | ﹤0.01% | 2291 |
|
2023
Q4 | $93.6K | Sell |
39,175
-1,893
| -5% | -$4.52K | ﹤0.01% | 2197 |
|
2023
Q3 | $87.5K | Buy |
41,068
+2,158
| +6% | +$4.6K | ﹤0.01% | 2029 |
|
2023
Q2 | $85.6K | Buy |
38,910
+750
| +2% | +$1.65K | ﹤0.01% | 2011 |
|
2023
Q1 | $88.5K | Sell |
38,160
-23,463
| -38% | -$54.4K | ﹤0.01% | 1965 |
|
2022
Q4 | $136K | Sell |
61,623
-3,300
| -5% | -$7.26K | ﹤0.01% | 2096 |
|
2022
Q3 | $116K | Buy |
64,923
+5,066
| +8% | +$9.05K | ﹤0.01% | 1964 |
|
2022
Q2 | $122K | Buy |
59,857
+29,492
| +97% | +$60.1K | ﹤0.01% | 1970 |
|
2022
Q1 | $73K | Buy |
30,365
+12,411
| +69% | +$29.8K | ﹤0.01% | 1945 |
|
2021
Q4 | $46K | Sell |
17,954
-7,506
| -29% | -$19.2K | ﹤0.01% | 1977 |
|
2021
Q3 | $62K | Buy |
25,460
+3,867
| +18% | +$9.42K | ﹤0.01% | 2078 |
|
2021
Q2 | $55K | Sell |
21,593
-2,741
| -11% | -$6.98K | ﹤0.01% | 1974 |
|
2021
Q1 | $56K | Sell |
24,334
-5,161
| -17% | -$11.9K | ﹤0.01% | 1825 |
|
2020
Q4 | $58K | Buy |
29,495
+15,892
| +117% | +$31.3K | ﹤0.01% | 1810 |
|
2020
Q3 | $18K | Buy |
+13,603
| New | +$18K | ﹤0.01% | 1403 |
|