Naviter 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
Q2 | $1.61M | Buy |
379,011
+18,993
| +5% | +$80.7K | 0.2% | 132 |
|
|
2025
Q1 | $1.38M | Sell |
360,018
-8,988
| -2% | -$34.5K | 0.17% | 148 |
|
|
2024
Q4 | $1M | Buy |
369,006
+3,155
| +0.9% | +$8.58K | 0.12% | 172 |
|
|
2024
Q3 | $1.14M | Sell |
365,851
-13,550
| -4% | -$42.3K | 0.16% | 153 |
|
|
2024
Q2 | $1.04M | Buy |
379,401
+24,543
| +7% | +$67K | 0.15% | 155 |
|
|
2024
Q1 | $919K | Buy |
354,858
+78,195
| +28% | +$203K | 0.15% | 160 |
|
|
2023
Q4 | $661K | Buy |
276,663
+29,373
| +12% | +$70.2K | 0.13% | 163 |
|
|
2023
Q3 | $527K | Buy |
247,290
+23,981
| +11% | +$51.1K | 0.13% | 168 |
|
|
2023
Q2 | $491K | Buy |
223,309
+25,441
| +13% | +$56K | 0.12% | 179 |
|
|
2023
Q1 | $459K | Buy |
197,868
+4,273
| +2% | +$9.91K | 0.16% | 157 |
|
|
2022
Q4 | $474K | Buy |
193,595
+18,234
| +10% | +$44.7K | 0.13% | 154 |
|
|
2022
Q3 | $314K | Buy |
175,361
+11,854
| +7% | +$21.2K | 0.13% | 158 |
|
|
2022
Q2 | $334K | Buy |
+163,507
| New | +$334K | 0.14% | 155 |
|