Mount Yale Investment Advisors’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 | $835K | Buy |
196,507
+41,330
| +27% | +$176K | 0.07% | 241 |
|
|
2025
Q1 | $593K | Sell |
155,177
-4,232
| -3% | -$16.2K | 0.05% | 293 |
|
|
2024
Q4 | $434K | Sell |
159,409
-16,952
| -10% | -$46.1K | 0.04% | 366 |
|
|
2024
Q3 | $550K | Sell |
176,361
-14,162
| -7% | -$44.2K | 0.05% | 327 |
|
|
2024
Q2 | $520K | Sell |
190,523
-1,091
| -0.6% | -$2.98K | 0.04% | 339 |
|
|
2024
Q1 | $496K | Buy |
+191,614
| New | +$496K | 0.04% | 348 |
|
|
2018
Q4 | – | Sell |
-26,189
| Closed | -$80K | – | 571 |
|
|
2018
Q3 | $80K | Sell |
26,189
-51
| -0.2% | -$156 | 0.01% | 509 |
|
|
2018
Q2 | $87K | Buy |
26,240
+86
| +0.3% | +$285 | 0.02% | 506 |
|
|
2018
Q1 | $97K | Buy |
+26,154
| New | +$97K | 0.02% | 464 |
|