Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.66M | Sell |
435,473
-577,769
| -57% | -$2.21M | 0.3% | 75 |
|
|
2024
Q4 | $2.76M | Sell |
1,013,242
-8,453,729
| -89% | -$23M | 0.25% | 90 |
|
|
2024
Q3 | $29.7M | Sell |
9,466,971
-247,451
| -3% | -$777K | 0.3% | 86 |
|
|
2024
Q2 | $27.4M | Sell |
9,714,422
-233,475
| -2% | -$658K | 0.3% | 89 |
|
|
2024
Q1 | $26.2M | Sell |
9,947,897
-11,199,730
| -53% | -$29.5M | 0.29% | 90 |
|
|
2023
Q4 | $51M | Buy |
21,147,627
+10,406,673
| +97% | +$25.1M | 0.29% | 89 |
|
|
2023
Q3 | $23M | Sell |
10,740,954
-70,315
| -0.7% | -$150K | 0.29% | 90 |
|
|
2023
Q2 | $23M | Buy |
10,811,269
+23,653
| +0.2% | +$50.3K | 0.3% | 90 |
|
|
2023
Q1 | $25.3M | Buy |
10,787,616
+502,709
| +5% | +$1.18M | 0.34% | 86 |
|
|
2022
Q4 | $23.4M | Buy |
10,284,907
+55,199
| +0.5% | +$126K | 0.32% | 87 |
|
|
2022
Q3 | $20M | Buy |
10,229,708
+458,525
| +5% | +$894K | 0.28% | 91 |
|
|
2022
Q2 | $20.3M | Buy |
9,771,183
+624,286
| +7% | +$1.29M | 0.27% | 91 |
|
|
2022
Q1 | $23M | Buy |
9,146,897
+300,380
| +3% | +$754K | 0.26% | 91 |
|
|
2021
Q4 | $22.6M | Buy |
8,846,517
+3,018,830
| +52% | +$7.7M | 0.25% | 93 |
|
|
2021
Q3 | $14.3M | Buy |
5,827,687
+86,075
| +1% | +$211K | 0.17% | 101 |
|
|
2021
Q2 | $14.6M | Sell |
5,741,612
-3,683
| -0.1% | -$9.36K | 0.17% | 102 |
|
|
2021
Q1 | $13.4M | Sell |
5,745,295
-296,827
| -5% | -$692K | 0.17% | 103 |
|
|
2020
Q4 | $11.8M | Sell |
6,042,122
-526,081
| -8% | -$1.03M | 0.16% | 112 |
|
|
2020
Q3 | $8.48M | Sell |
6,568,203
-997,796
| -13% | -$1.29M | 0.13% | 116 |
|
|
2020
Q2 | $11.3M | Sell |
7,565,999
-254,509
| -3% | -$379K | 0.19% | 105 |
|
|
2020
Q1 | $12.7M | Buy |
7,820,508
+961,654
| +14% | +$1.56M | 0.23% | 99 |
|
|
2019
Q4 | $22.7M | Buy |
6,858,854
+32,078
| +0.5% | +$106K | 0.36% | 83 |
|
|
2019
Q3 | $18M | Buy |
6,826,776
+520,832
| +8% | +$1.38M | 0.31% | 91 |
|
|
2019
Q2 | $17.9M | Buy |
6,305,944
+1,591,290
| +34% | +$4.52M | 0.29% | 95 |
|
|
2019
Q1 | $15.1M | Buy |
4,714,654
+69,522
| +1% | +$223K | 0.26% | 95 |
|
|
2018
Q4 | $11.9M | Buy |
4,645,132
+4,357,704
| +1,516% | +$11.2M | 0.23% | 98 |
|
|
2018
Q3 | $874K | Sell |
287,428
-13,861
| -5% | -$42.1K | 0.02% | 138 |
|
|
2018
Q2 | $1M | Buy |
301,289
+20,380
| +7% | +$67.8K | 0.02% | 138 |
|
|
2018
Q1 | $1.05M | Buy |
280,909
+28,880
| +11% | +$107K | 0.02% | 140 |
|
|
2017
Q4 | $945K | Buy |
252,029
+32,127
| +15% | +$120K | 0.02% | 140 |
|
|
2017
Q3 | $805K | Buy |
219,902
+29,942
| +16% | +$110K | 0.02% | 140 |
|
|
2017
Q2 | $671K | Buy |
189,960
+47,810
| +34% | +$169K | 0.02% | 141 |
|
|
2017
Q1 | $483K | Buy |
142,150
+36,372
| +34% | +$124K | 0.01% | 146 |
|
|
2016
Q4 | $328K | Sell |
105,778
-1,300
| -1% | -$4.03K | 0.01% | 158 |
|
|
2016
Q3 | $307K | Sell |
107,078
-4,932
| -4% | -$14.1K | 0.01% | 193 |
|
|
2016
Q2 | $333K | Buy |
112,010
+5,967
| +6% | +$17.7K | 0.01% | 187 |
|
|
2016
Q1 | $419K | Buy |
106,043
+6,861
| +7% | +$27.1K | 0.01% | 183 |
|
|
2015
Q4 | $432K | Sell |
99,182
-5,159
| -5% | -$22.5K | 0.02% | 178 |
|
|
2015
Q3 | $480K | Buy |
104,341
+9,000
| +9% | +$41.4K | 0.02% | 182 |
|
|
2015
Q2 | $518K | Buy |
95,341
+2,452
| +3% | +$13.3K | 0.02% | 176 |
|
|
2015
Q1 | $434K | Buy |
92,889
+20,557
| +28% | +$96K | 0.02% | 178 |
|
|
2014
Q4 | $336K | Buy |
72,332
+27,097
| +60% | +$126K | 0.02% | 189 |
|
|
2014
Q3 | $228K | Buy |
45,235
+17,758
| +65% | +$89.5K | 0.01% | 204 |
|
|
2014
Q2 | $141K | Buy |
27,477
+13,817
| +101% | +$70.9K | 0.01% | 203 |
|
|
2014
Q1 | $70K | Buy |
+13,660
| New | +$70K | ﹤0.01% | 197 |
|