LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Buy |
2,180,676
+88,664
| +4% | +$486K | ﹤0.01% | 1917 |
|
|
2025
Q4 | $11.1M | Buy |
2,092,012
+109,009
| +5% | +$528K | ﹤0.01% | 1845 |
|
|
2025
Q3 | $9M | Buy |
1,983,003
+180,284
| +10% | +$788K | ﹤0.01% | 1967 |
|
|
2025
Q2 | $7.66M | Sell |
1,802,719
-205,364
| -10% | -$816K | ﹤0.01% | 1960 |
|
|
2025
Q1 | $7.67M | Buy |
2,008,083
+127,898
| +7% | +$423K | ﹤0.01% | 1804 |
|
|
2024
Q4 | $5.11M | Sell |
1,880,185
-79,347
| -4% | -$227K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $6.11M | Buy |
1,959,532
+345,702
| +21% | +$1.04M | ﹤0.01% | 1823 |
|
|
2024
Q2 | $4.41M | Buy |
1,613,830
+239,769
| +17% | +$643K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $3.56M | Buy |
1,374,061
+238,391
| +21% | +$547K | ﹤0.01% | 2051 |
|
|
2023
Q4 | $2.71M | Buy |
1,135,670
+146,304
| +15% | +$313K | ﹤0.01% | 2148 |
|
|
2023
Q3 | $2.11M | Buy |
989,366
+43,906
| +5% | +$95.2K | ﹤0.01% | 2246 |
|
|
2023
Q2 | $2.08M | Buy |
945,460
+38,457
| +4% | +$88.2K | ﹤0.01% | 2215 |
|
|
2023
Q1 | $2.1M | Buy |
907,003
+331,258
| +58% | +$802K | ﹤0.01% | 2105 |
|
|
2022
Q4 | $1.27M | Sell |
575,745
-30,078
| -5% | -$61.9K | ﹤0.01% | 2458 |
|
|
2022
Q3 | $1.08M | Buy |
605,823
+101,705
| +20% | +$211K | ﹤0.01% | 2477 |
|
|
2022
Q2 | $1.03M | Buy |
504,118
+42,100
| +9% | +$92.9K | ﹤0.01% | 2562 |
|
|
2022
Q1 | $1.11M | Buy |
462,018
+48,451
| +12% | +$129K | ﹤0.01% | 2526 |
|
|
2021
Q4 | $1.05M | Buy |
413,567
+214,684
| +108% | +$547K | ﹤0.01% | 2606 |
|
|
2021
Q3 | $487K | Buy |
198,883
+20,387
| +11% | +$49.9K | ﹤0.01% | 3241 |
|
|
2021
Q2 | $455K | Buy |
178,496
+30,153
| +20% | +$77.4K | ﹤0.01% | 3254 |
|
|
2021
Q1 | $344K | Buy |
148,343
+6,207
| +4% | +$12.9K | ﹤0.01% | 3364 |
|
|
2020
Q4 | $279K | Sell |
142,136
-29,229
| -17% | -$49.3K | ﹤0.01% | 3262 |
|
|
2020
Q3 | $223K | Sell |
171,365
-40,292
| -19% | -$56.5K | ﹤0.01% | 3127 |
|
|
2020
Q2 | $317K | Buy |
211,657
+87,579
| +71% | +$131K | ﹤0.01% | 2796 |
|
|
2020
Q1 | $187K | Sell |
124,078
-6,126
| -5% | -$15.8K | ﹤0.01% | 2835 |
|
|
2019
Q4 | $431K | Sell |
130,204
-16,216
| -11% | -$49K | ﹤0.01% | 2500 |
|
|
2019
Q3 | $387K | Buy |
146,420
+67,260
| +85% | +$174K | ﹤0.01% | 2475 |
|
|
2019
Q2 | $225K | Sell |
79,160
-149,499
| -65% | -$462K | ﹤0.01% | 2936 |
|
|
2019
Q1 | $734K | Buy |
228,659
+57,657
| +34% | +$176K | ﹤0.01% | 1884 |
|
|
2018
Q4 | $438K | Sell |
171,002
-56,445
| -25% | -$160K | ﹤0.01% | 2142 |
|
|
2018
Q3 | $691K | Sell |
227,447
-29,595
| -12% | -$94.9K | ﹤0.01% | 1964 |
|
|
2018
Q2 | $856K | Sell |
257,042
-2,755
| -1% | -$9.79K | ﹤0.01% | 1729 |
|
|
2018
Q1 | $966K | Buy |
259,797
+22,244
| +9% | +$86.2K | ﹤0.01% | 1626 |
|
|
2017
Q4 | $891K | Sell |
237,553
-24,245
| -9% | -$87.4K | ﹤0.01% | 1606 |
|
|
2017
Q3 | $958K | Buy |
261,798
+213,305
| +440% | +$743K | ﹤0.01% | 1467 |
|
|
2017
Q2 | $171K | Sell |
48,493
-605
| -1% | -$2.15K | ﹤0.01% | 2626 |
|
|
2017
Q1 | $166K | Buy |
49,098
+284
| +0.6% | +$957 | ﹤0.01% | 2531 |
|
|
2016
Q4 | $157K | Sell |
48,814
-2,060
| -4% | -$6.03K | ﹤0.01% | 2531 |
|
|
2016
Q3 | $143K | Sell |
50,874
-3,788
| -7% | -$11.3K | ﹤0.01% | 2473 |
|
|
2016
Q2 | $139K | Buy |
+54,662
| New | +$214K | ﹤0.01% | 2459 |
|
|
2015
Q4 | – | Sell |
-22,104
| Closed | -$105K | – | 3215 |
|
|
2015
Q3 | $105K | Buy |
22,104
+6,841
| +45% | +$34.2K | ﹤0.01% | 2640 |
|
|
2015
Q2 | $81K | Buy |
+15,263
| New | +$79.5K | ﹤0.01% | 2774 |
|
|
2014
Q3 | – | Sell |
-12,740
| Closed | -$65K | – | 2746 |
|
|
2014
Q2 | $65K | Buy |
+12,740
| New | +$66.1K | ﹤0.01% | 2619 |
|
Other funds holding LYG
MIP
CBU
