Mercer Global Advisors’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 | $5.51M | Buy |
1,095,314
+76,321
| +7% | +$419K | 0.01% | 726 |
|
|
2025
Q4 | $5.4M | Buy |
1,018,993
+292
| +0% | +$1.41K | 0.01% | 690 |
|
|
2025
Q3 | $4.62M | Sell |
1,018,701
-39,819
| -4% | -$174K | 0.01% | 697 |
|
|
2025
Q2 | $4.5M | Sell |
1,058,520
-276,285
| -21% | -$1.1M | 0.01% | 595 |
|
|
2025
Q1 | $5.1M | Buy |
1,334,805
+12,607
| +1% | +$41.7K | 0.01% | 531 |
|
|
2024
Q4 | $3.6M | Buy |
1,322,198
+280,214
| +27% | +$800K | 0.01% | 639 |
|
|
2024
Q3 | $3.19M | Buy |
1,041,984
+41,463
| +4% | +$124K | 0.01% | 617 |
|
|
2024
Q2 | $2.73M | Buy |
1,000,521
+98,652
| +11% | +$265K | 0.01% | 622 |
|
|
2024
Q1 | $2.34M | Sell |
901,869
-102,600
| -10% | -$235K | 0.01% | 686 |
|
|
2023
Q4 | $2.4M | Buy |
1,004,469
+549,417
| +121% | +$1.18M | 0.01% | 679 |
|
|
2023
Q3 | $969K | Buy |
455,052
+80,782
| +22% | +$175K | ﹤0.01% | 954 |
|
|
2023
Q2 | $823K | Buy |
374,270
+26,089
| +7% | +$59.8K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $808K | Sell |
348,181
-227,436
| -40% | -$550K | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.27M | Buy |
575,617
+36,364
| +7% | +$74.8K | 0.01% | 825 |
|
|
2022
Q3 | $965K | Buy |
539,253
+491,293
| +1,024% | +$1.02M | 0.01% | 859 |
|
|
2022
Q2 | $98K | Sell |
47,960
-5,352
| -10% | -$11.8K | ﹤0.01% | 1725 |
|
|
2022
Q1 | $128K | Buy |
53,312
+645
| +1% | +$1.72K | ﹤0.01% | 1776 |
|
|
2021
Q4 | $134K | Buy |
52,667
+6,942
| +15% | +$17.7K | ﹤0.01% | 1701 |
|
|
2021
Q3 | $112K | Buy |
45,725
+4,513
| +11% | +$11.1K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $105K | Buy |
41,212
+1,123
| +3% | +$2.88K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $93K | Buy |
40,089
+7,479
| +23% | +$15.5K | ﹤0.01% | 1561 |
|
|
2020
Q4 | $64K | Buy |
32,610
+6,090
| +23% | +$10.3K | ﹤0.01% | 1314 |
|
|
2020
Q3 | $34K | Buy |
+26,520
| New | +$37.2K | ﹤0.01% | 1215 |
|
|
2020
Q2 | – | Sell |
-29,304
| Closed | -$44K | – | 1106 |
|
|
2020
Q1 | $44K | Sell |
29,304
-35,121
| -55% | -$90.5K | ﹤0.01% | 1055 |
|
|
2019
Q4 | $213K | Sell |
64,425
-41,798
| -39% | -$126K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $280K | Sell |
106,223
-6,690
| -6% | -$17.4K | 0.01% | 915 |
|
|
2019
Q2 | $321K | Buy |
112,913
+97,111
| +615% | +$300K | 0.01% | 851 |
|
|
2019
Q1 | $51K | Buy |
+15,802
| New | +$48.3K | ﹤0.01% | 1044 |
|
Other funds holding LYG
MIP
CBU
