Marcum Wealth’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
Q1 | $326K | Buy |
85,341
+9,951
| +13% | +$38K | 0.03% | 268 |
|
|
2024
Q4 | $205K | Sell |
75,390
-7,596
| -9% | -$20.7K | 0.02% | 358 |
|
|
2024
Q3 | $259K | Buy |
82,986
+206
| +0.2% | +$643 | 0.02% | 315 |
|
|
2024
Q2 | $226K | Buy |
82,780
+11,540
| +16% | +$31.5K | 0.02% | 320 |
|
|
2024
Q1 | $185K | Sell |
71,240
-8,822
| -11% | -$22.8K | 0.02% | 350 |
|
|
2023
Q4 | $191K | Sell |
80,062
-3,366
| -4% | -$8.05K | 0.02% | 340 |
|
|
2023
Q3 | $178K | Buy |
83,428
+1,664
| +2% | +$3.54K | 0.02% | 325 |
|
|
2023
Q2 | $180K | Sell |
81,764
-215
| -0.3% | -$473 | 0.02% | 337 |
|
|
2023
Q1 | $190K | Buy |
81,979
+13,425
| +20% | +$31.1K | 0.02% | 328 |
|
|
2022
Q4 | $151K | Buy |
68,554
+5,575
| +9% | +$12.3K | 0.02% | 313 |
|
|
2022
Q3 | $113K | Buy |
62,979
+7,950
| +14% | +$14.3K | 0.02% | 314 |
|
|
2022
Q2 | $112K | Buy |
55,029
+269
| +0.5% | +$547 | 0.02% | 308 |
|
|
2022
Q1 | $132K | Buy |
54,760
+12,553
| +30% | +$30.3K | 0.02% | 330 |
|
|
2021
Q4 | $108K | Buy |
42,207
+15,054
| +55% | +$38.5K | 0.02% | 330 |
|
|
2021
Q3 | $67K | Buy |
27,153
+74
| +0.3% | +$183 | 0.01% | 319 |
|
|
2021
Q2 | $69K | Buy |
27,079
+902
| +3% | +$2.3K | 0.01% | 289 |
|
|
2021
Q1 | $61K | Buy |
26,177
+919
| +4% | +$2.14K | 0.01% | 288 |
|
|
2020
Q4 | $50K | Sell |
25,258
-1,958
| -7% | -$3.88K | 0.01% | 148 |
|
|
2020
Q3 | $35K | Sell |
27,216
-8,027
| -23% | -$10.3K | 0.01% | 119 |
|
|
2020
Q2 | $53K | Hold |
35,243
| – | – | 0.02% | 116 |
|
|
2020
Q1 | $53K | Buy |
35,243
+10,166
| +41% | +$15.3K | 0.02% | 92 |
|
|
2019
Q4 | $83K | Buy |
+25,077
| New | +$83K | 0.03% | 103 |
|