Kovitz Investment Group Partners’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
$98.2K Buy
23,095
+3,464
+18% +$14.7K ﹤0.01% 1320
2025
Q1
$75K Buy
19,631
+1,682
+9% +$6.43K ﹤0.01% 1210
2024
Q4
$48.8K Sell
17,949
-5,362
-23% -$14.6K ﹤0.01% 1209
2024
Q3
$20.3K Buy
+23,311
New +$20.3K ﹤0.01% 1013