Laird Norton Wetherby Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
236,104
+9,797
| +4% | +$42.8K | 0.04% | 362 |
|
|
2025
Q2 | $962K | Buy |
+226,307
| New | +$900K | 0.04% | 373 |
|
|
2024
Q4 | $574K | Sell |
211,208
-9,705
| -4% | -$27.7K | 0.03% | 487 |
|
|
2024
Q3 | $689K | Buy |
220,913
+27
| +0% | +$81 | 0.03% | 460 |
|
|
2024
Q2 | $603K | Sell |
220,886
-3,837
| -2% | -$10.3K | 0.03% | 482 |
|
|
2024
Q1 | $582K | Sell |
224,723
-7,052
| -3% | -$16.2K | 0.03% | 514 |
|
|
2023
Q4 | $554K | Buy |
231,775
+38,257
| +20% | +$81.9K | 0.03% | 516 |
|
|
2023
Q3 | $412K | Sell |
193,518
-31,576
| -14% | -$68.5K | 0.02% | 586 |
|
|
2023
Q2 | $495K | Sell |
225,094
-8,582
| -4% | -$19.7K | 0.03% | 543 |
|
|
2023
Q1 | $542K | Buy |
233,676
+27,429
| +13% | +$66.4K | 0.03% | 506 |
|
|
2022
Q4 | $454K | Sell |
206,247
-62,910
| -23% | -$129K | 0.03% | 554 |
|
|
2022
Q3 | $482K | Buy |
269,157
+76,216
| +40% | +$158K | 0.03% | 508 |
|
|
2022
Q2 | $394K | Buy |
192,941
+76,818
| +66% | +$170K | 0.03% | 575 |
|
|
2022
Q1 | $280K | Buy |
116,123
+10,532
| +10% | +$28K | 0.02% | 734 |
|
|
2021
Q4 | $269K | Buy |
105,591
+7,515
| +8% | +$19.2K | 0.02% | 759 |
|
|
2021
Q3 | $240K | Buy |
98,076
+3,412
| +4% | +$8.36K | 0.01% | 792 |
|
|
2021
Q2 | $241K | Buy |
94,664
+3,298
| +4% | +$8.47K | 0.01% | 794 |
|
|
2021
Q1 | $212K | Buy |
91,366
+4,613
| +5% | +$9.58K | 0.02% | 722 |
|
|
2020
Q4 | $170K | Sell |
86,753
-15,153
| -15% | -$25.5K | 0.01% | 841 |
|
|
2020
Q3 | $132K | Sell |
101,906
-81,137
| -44% | -$114K | 0.01% | 679 |
|
|
2020
Q2 | $275K | Sell |
183,043
-16,037
| -8% | -$24.1K | 0.03% | 546 |
|
|
2020
Q1 | $301K | Sell |
199,080
-16,705
| -8% | -$43.1K | 0.03% | 452 |
|
|
2019
Q4 | $715K | Buy |
215,785
+43,380
| +25% | +$131K | 0.07% | 307 |
|
|
2019
Q3 | $455K | Sell |
172,405
-537
| -0.3% | -$1.39K | 0.05% | 431 |
|
|
2019
Q2 | $491K | Buy |
172,942
+13,814
| +9% | +$42.7K | 0.05% | 400 |
|
|
2019
Q1 | $510K | Buy |
159,128
+30,799
| +24% | +$94.2K | 0.06% | 361 |
|
|
2018
Q4 | $328K | Buy |
128,329
+18,738
| +17% | +$53.3K | 0.05% | 439 |
|
|
2018
Q3 | $333K | Buy |
109,591
+9,467
| +9% | +$30.4K | 0.04% | 473 |
|
|
2018
Q2 | $334K | Sell |
100,124
-3,492
| -3% | -$12.4K | 0.05% | 443 |
|
|
2018
Q1 | $385K | Buy |
103,616
+2,958
| +3% | +$11.5K | 0.05% | 420 |
|
|
2017
Q4 | $377K | Buy |
100,658
+1,843
| +2% | +$6.64K | 0.05% | 422 |
|
|
2017
Q3 | $362K | Buy |
98,815
+1,749
| +2% | +$6.09K | 0.05% | 409 |
|
|
2017
Q2 | $343K | Buy |
97,066
+3,131
| +3% | +$11.1K | 0.06% | 400 |
|
|
2017
Q1 | $319K | Buy |
93,935
+2,083
| +2% | +$7.02K | 0.06% | 410 |
|
|
2016
Q4 | $285K | Buy |
91,852
+13,021
| +17% | +$38.1K | 0.06% | 418 |
|
|
2016
Q3 | $226K | Buy |
78,831
+1,726
| +2% | +$5.13K | 0.05% | 465 |
|
|
2016
Q2 | $229K | Sell |
77,105
-3,760
| -5% | -$14.7K | 0.05% | 426 |
|
|
2016
Q1 | $319K | Sell |
80,865
-2,691
| -3% | -$10.4K | 0.08% | 309 |
|
|
2015
Q4 | $364K | Sell |
83,556
-1,864
| -2% | -$8.45K | 0.09% | 272 |
|
|
2015
Q3 | $393K | Buy |
85,420
+1,449
| +2% | +$7.25K | 0.1% | 246 |
|
|
2015
Q2 | $456K | Hold |
83,971
| – | – | 0.11% | 228 |
|
|
2015
Q1 | $392K | Hold |
83,971
| – | – | 0.1% | 261 |
|
|
2014
Q4 | $390K | Sell |
83,971
-437
| -0.5% | -$2.11K | 0.1% | 244 |
|
|
2014
Q3 | $425K | Buy |
84,408
+5,122
| +6% | +$25.8K | 0.12% | 210 |
|
|
2014
Q2 | $408K | Sell |
79,286
-16,319
| -17% | -$84.7K | 0.12% | 219 |
|
|
2014
Q1 | $487K | Buy |
95,605
+4,766
| +5% | +$25.9K | 0.14% | 181 |
|
|
2013
Q4 | $484K | Sell |
90,839
-6,371
| -7% | -$32K | 0.14% | 181 |
|
|
2013
Q3 | $468K | Buy |
97,210
+4,304
| +5% | +$19.4K | 0.15% | 174 |
|
|
2013
Q2 | $357K | Buy |
+92,906
| New | +$323K | 0.12% | 193 |
|
Other funds holding LYG
MIP
