Northwestern Mutual Wealth Management’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 | $404K | Sell |
94,999
-14,797
| -13% | -$62.9K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $419K | Sell |
109,796
-61,680
| -36% | -$236K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $466K | Buy |
171,476
+67,625
| +65% | +$184K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $324K | Sell |
103,851
-2,314
| -2% | -$7.22K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $290K | Buy |
106,165
+21,709
| +26% | +$59.3K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $219K | Buy |
84,456
+14,981
| +22% | +$38.8K | ﹤0.01% | 1519 |
|
|
2023
Q4 | $166K | Buy |
69,475
+11,071
| +19% | +$26.5K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $124K | Buy |
58,404
+7,675
| +15% | +$16.3K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $112K | Buy |
50,729
+2,826
| +6% | +$6.22K | ﹤0.01% | 1667 |
|
|
2023
Q1 | $111K | Buy |
47,903
+9,333
| +24% | +$21.7K | ﹤0.01% | 1647 |
|
|
2022
Q4 | $84.9K | Buy |
38,570
+2,550
| +7% | +$5.61K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $65K | Buy |
36,020
+6,847
| +23% | +$12.4K | ﹤0.01% | 1805 |
|
|
2022
Q2 | $60K | Buy |
29,173
+7,721
| +36% | +$15.9K | ﹤0.01% | 1845 |
|
|
2022
Q1 | $52K | Sell |
21,452
-5,436
| -20% | -$13.2K | ﹤0.01% | 1938 |
|
|
2021
Q4 | $68K | Buy |
26,888
+5,564
| +26% | +$14.1K | ﹤0.01% | 1863 |
|
|
2021
Q3 | $52K | Buy |
21,324
+1,466
| +7% | +$3.58K | ﹤0.01% | 1889 |
|
|
2021
Q2 | $51K | Buy |
19,858
+3,686
| +23% | +$9.47K | ﹤0.01% | 1850 |
|
|
2021
Q1 | $38K | Buy |
16,172
+2,710
| +20% | +$6.37K | ﹤0.01% | 1833 |
|
|
2020
Q4 | $26K | Sell |
13,462
-156
| -1% | -$301 | ﹤0.01% | 1864 |
|
|
2020
Q3 | $18K | Sell |
13,618
-131
| -1% | -$173 | ﹤0.01% | 1826 |
|
|
2020
Q2 | $21K | Buy |
13,749
+4,838
| +54% | +$7.39K | ﹤0.01% | 1694 |
|
|
2020
Q1 | $13K | Sell |
8,911
-2,714
| -23% | -$3.96K | ﹤0.01% | 1829 |
|
|
2019
Q4 | $38K | Buy |
11,625
+348
| +3% | +$1.14K | ﹤0.01% | 1558 |
|
|
2019
Q3 | $30K | Sell |
11,277
-427
| -4% | -$1.14K | ﹤0.01% | 1593 |
|
|
2019
Q2 | $33K | Sell |
11,704
-26,361
| -69% | -$74.3K | ﹤0.01% | 1550 |
|
|
2019
Q1 | $122K | Buy |
38,065
+24,884
| +189% | +$79.8K | ﹤0.01% | 1008 |
|
|
2018
Q4 | $34K | Sell |
13,181
-21,075
| -62% | -$54.4K | ﹤0.01% | 1404 |
|
|
2018
Q3 | $104K | Buy |
34,256
+20,715
| +153% | +$62.9K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $45K | Buy |
13,541
+3,317
| +32% | +$11K | ﹤0.01% | 1284 |
|
|
2018
Q1 | $38K | Sell |
10,224
-7,022
| -41% | -$26.1K | ﹤0.01% | 1310 |
|
|
2017
Q4 | $65K | Sell |
17,246
-1,023
| -6% | -$3.86K | ﹤0.01% | 1052 |
|
|
2017
Q3 | $67K | Sell |
18,269
-10,656
| -37% | -$39.1K | ﹤0.01% | 1013 |
|
|
2017
Q2 | $102K | Buy |
28,925
+215
| +0.7% | +$758 | ﹤0.01% | 878 |
|
|
2017
Q1 | $98K | Sell |
28,710
-7,736
| -21% | -$26.4K | ﹤0.01% | 835 |
|
|
2016
Q4 | $113K | Buy |
+36,446
| New | +$113K | ﹤0.01% | 792 |
|
|
2016
Q3 | – | Sell |
-29,231
| Closed | -$87K | – | 957 |
|
|
2016
Q2 | $87K | Buy |
29,231
+2,964
| +11% | +$8.82K | ﹤0.01% | 765 |
|
|
2016
Q1 | $103K | Buy |
26,267
+17,734
| +208% | +$69.5K | ﹤0.01% | 695 |
|
|
2015
Q4 | $37K | Sell |
8,533
-5,359
| -39% | -$23.2K | ﹤0.01% | 854 |
|
|
2015
Q3 | $64K | Buy |
13,892
+6,042
| +77% | +$27.8K | ﹤0.01% | 666 |
|
|
2015
Q2 | $43K | Sell |
7,850
-192
| -2% | -$1.05K | ﹤0.01% | 704 |
|
|
2015
Q1 | $38K | Buy |
8,042
+1,804
| +29% | +$8.52K | ﹤0.01% | 713 |
|
|
2014
Q4 | $29K | Buy |
6,238
+4,384
| +236% | +$20.4K | ﹤0.01% | 785 |
|
|
2014
Q3 | $9K | Hold |
1,854
| – | – | ﹤0.01% | 940 |
|
|
2014
Q2 | $10K | Buy |
1,854
+1,192
| +180% | +$6.43K | ﹤0.01% | 906 |
|
|
2014
Q1 | $3K | Hold |
662
| – | – | ﹤0.01% | 1085 |
|
|
2013
Q4 | $4K | Hold |
662
| – | – | ﹤0.01% | 1106 |
|
|
2013
Q3 | $3K | Buy |
+662
| New | +$3K | ﹤0.01% | 1100 |
|