OneDigital 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 | – | Sell |
-114,694
| Closed | -$438K | – | 1489 |
|
|
2025
Q1 | $438K | Buy |
114,694
+4,895
| +4% | +$18.7K | 0.01% | 910 |
|
|
2024
Q4 | $299K | Buy |
109,799
+3,728
| +4% | +$10.1K | ﹤0.01% | 1132 |
|
|
2024
Q3 | $331K | Buy |
106,071
+54,987
| +108% | +$172K | ﹤0.01% | 1111 |
|
|
2024
Q2 | $139K | Buy |
+51,084
| New | +$139K | ﹤0.01% | 1314 |
|
|
2019
Q3 | – | Sell |
-2,304
| Closed | -$7K | – | 873 |
|
|
2019
Q2 | $7K | Hold |
2,304
| – | – | ﹤0.01% | 994 |
|
|
2019
Q1 | $7K | Buy |
2,304
+2,000
| +658% | +$6.08K | ﹤0.01% | 944 |
|
|
2018
Q4 | $1K | Buy |
+304
| New | +$1K | ﹤0.01% | 1070 |
|