Massachusetts Financial Services’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-473,636
Closed -$1.13M 865
2023
Q4
$1.13M Buy
473,636
+37,556
+9% +$89.8K ﹤0.01% 762
2023
Q3
$929K Buy
436,080
+56,658
+15% +$121K ﹤0.01% 766
2023
Q2
$835K Buy
+379,422
New +$835K ﹤0.01% 762
2017
Q3
Sell
-827,121
Closed -$2.92M 855
2017
Q2
$2.92M Sell
827,121
-349,406
-30% -$1.23M ﹤0.01% 693
2017
Q1
$4M Sell
1,176,527
-16,928
-1% -$57.6K ﹤0.01% 673
2016
Q4
$3.7M Buy
1,193,455
+19,163
+2% +$59.4K ﹤0.01% 685
2016
Q3
$3.37M Sell
1,174,292
-58,106
-5% -$167K ﹤0.01% 688
2016
Q2
$3.66M Buy
1,232,398
+1,057,158
+603% +$3.14M ﹤0.01% 674
2016
Q1
$692K Buy
175,240
+1,338
+0.8% +$5.28K ﹤0.01% 748
2015
Q4
$758K Buy
173,902
+62,683
+56% +$273K ﹤0.01% 752
2015
Q3
$512K Buy
+111,219
New +$512K ﹤0.01% 815