Logan Capital Management’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
$5.15M Buy
1,211,983
+119,491
+11% +$508K 0.24% 108
2025
Q1
$4.17M Buy
1,092,492
+14,451
+1% +$55.2K 0.19% 121
2024
Q4
$2.93M Buy
1,078,041
+18,584
+2% +$50.5K 0.12% 154
2024
Q3
$3.31M Buy
1,059,457
+45,249
+4% +$141K 0.14% 149
2024
Q2
$2.77M Sell
1,014,208
-36,170
-3% -$98.7K 0.12% 158
2024
Q1
$2.72M Buy
+1,050,378
New +$2.72M 0.12% 163