OneDigital Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

OneDigital Investment Advisors’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-114,694	Closed	-$438K	–	1490
2025 Q1	$438K	Buy	114,694 +4,895	+4%	+$16.2K	0.01%	910
2024 Q4	$299K	Buy	109,799 +3,728	+4%	+$10.6K	﹤0.01%	1132
2024 Q3	$331K	Buy	106,071 +54,987	+108%	+$165K	﹤0.01%	1111
2024 Q2	$139K	Buy	+51,084	New	+$137K	﹤0.01%	1315
2019 Q3	–	Sell	-2,304	Closed	-$7K	–	912
2019 Q2	$7K	Hold	2,304	–	–	﹤0.01%	1005
2019 Q1	$7K	Buy	2,304 +2,000	+658%	+$6.12K	﹤0.01%	944
2018 Q4	$1K	Buy	+304	New	+$864	﹤0.01%	1070

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OneDigital Investment Advisors's LYG Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 114,694 shares — an estimated $438K sold.

OneDigital Investment Advisors first reported a position in LYG in Q4 2018 and held it in 7 quarters. The position peaked at $438K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

OneDigital Investment Advisors reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 114,694 Lloyds Banking Group shares in Q2 2025, an estimated $438K.
OneDigital Investment Advisors first reported a position in Lloyds Banking Group in Q4 2018 and held it in 7 quarters.
OneDigital Investment Advisors's Lloyds Banking Group position peaked at $438K in Q1 2025.
478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.