O'Keefe Stevens Advisory’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 | – | Sell |
-139,686
| Closed | -$380K | – | 74 |
|
|
2024
Q4 | $380K | Buy |
139,686
+41,868
| +43% | +$114K | 0.12% | 54 |
|
|
2024
Q3 | $305K | Buy |
97,818
+30,471
| +45% | +$95.1K | 0.09% | 59 |
|
|
2024
Q2 | $184K | Buy |
67,347
+10,856
| +19% | +$29.6K | 0.06% | 66 |
|
|
2024
Q1 | $146K | Buy |
56,491
+22,750
| +67% | +$58.9K | 0.05% | 65 |
|
|
2023
Q4 | $80.6K | Buy |
33,741
+3,738
| +12% | +$8.93K | 0.03% | 44 |
|
|
2023
Q3 | $63.9K | Buy |
30,003
+2,394
| +9% | +$5.1K | 0.03% | 44 |
|
|
2023
Q2 | $60.7K | Buy |
27,609
+11,388
| +70% | +$25.1K | 0.03% | 42 |
|
|
2023
Q1 | $37.6K | Buy |
+16,221
| New | +$37.6K | 0.02% | 40 |
|