MAI 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 | $121K | Buy |
28,371
+16,541
| +140% | +$70.3K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $45.2K | Buy |
11,830
+4,494
| +61% | +$17.2K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $20K | Buy |
+7,336
| New | +$20K | ﹤0.01% | 2084 |
|
|
2024
Q3 | – | Sell |
-220,291
| Closed | -$601K | – | 1147 |
|
|
2024
Q2 | $601K | Buy |
220,291
+159,403
| +262% | +$435K | 0.01% | 729 |
|
|
2024
Q1 | $158K | Buy |
+60,888
| New | +$158K | ﹤0.01% | 1102 |
|
|
2022
Q2 | – | Sell |
-23,365
| Closed | -$56K | – | 888 |
|
|
2022
Q1 | $56K | Sell |
23,365
-694
| -3% | -$1.66K | ﹤0.01% | 831 |
|
|
2021
Q4 | $61K | Buy |
+24,059
| New | +$61K | ﹤0.01% | 827 |
|
|
2016
Q3 | – | Sell |
-22,805
| Closed | -$68K | – | 454 |
|
|
2016
Q2 | $68K | Hold |
22,805
| – | – | 0.01% | 409 |
|
|
2016
Q1 | $90K | Hold |
22,805
| – | – | 0.01% | 407 |
|
|
2015
Q4 | $99K | Buy |
22,805
+3,079
| +16% | +$13.4K | 0.01% | 394 |
|
|
2015
Q3 | $91K | Hold |
19,726
| – | – | 0.01% | 415 |
|
|
2015
Q2 | $107K | Hold |
19,726
| – | – | 0.01% | 462 |
|
|
2015
Q1 | $92K | Sell |
19,726
-864
| -4% | -$4.03K | 0.01% | 475 |
|
|
2014
Q4 | $96K | Hold |
20,590
| – | – | 0.01% | 453 |
|
|
2014
Q3 | $104K | Hold |
20,590
| – | – | 0.01% | 385 |
|
|
2014
Q2 | $106K | Hold |
20,590
| – | – | 0.01% | 383 |
|
|
2014
Q1 | $105K | Sell |
20,590
-6,509
| -24% | -$33.2K | 0.01% | 394 |
|
|
2013
Q4 | $144K | Sell |
27,099
-13,013
| -32% | -$69.1K | 0.02% | 370 |
|
|
2013
Q3 | $193K | Hold |
40,112
| – | – | 0.03% | 325 |
|
|
2013
Q2 | $154K | Buy |
+40,112
| New | +$154K | 0.02% | 297 |
|