KOCAA
Knights of Columbus Asset Advisors’s Lloyds Banking Group LYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $366K | Hold |
86,164
| – | – | 0.02% | 289 |
|
2025
Q1 | $329K | Sell |
86,164
-26,150
| -23% | -$99.9K | 0.02% | 279 |
|
2024
Q4 | $305K | Hold |
112,314
| – | – | 0.02% | 283 |
|
2024
Q3 | $350K | Buy |
112,314
+4,671
| +4% | +$14.6K | 0.02% | 289 |
|
2024
Q2 | $294K | Hold |
107,643
| – | – | 0.02% | 322 |
|
2024
Q1 | $279K | Sell |
107,643
-5,761
| -5% | -$14.9K | 0.02% | 299 |
|
2023
Q4 | $271K | Hold |
113,404
| – | – | 0.02% | 299 |
|
2023
Q3 | $242K | Buy |
113,404
+5,951
| +6% | +$12.7K | 0.02% | 304 |
|
2023
Q2 | $236K | Buy |
107,453
+4,153
| +4% | +$9.14K | 0.02% | 306 |
|
2023
Q1 | $240K | Buy |
103,300
+2,341
| +2% | +$5.43K | 0.02% | 295 |
|
2022
Q4 | $222K | Hold |
100,959
| – | – | 0.02% | 289 |
|
2022
Q3 | $181K | Buy |
+100,959
| New | +$181K | 0.02% | 282 |
|