Oppenheimer & Co’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 | $96.3K | Buy |
22,659
+4,948
| +28% | +$21K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $67.7K | Buy |
+17,711
| New | +$67.7K | ﹤0.01% | 1533 |
|
|
2021
Q4 | – | Sell |
-13,901
| Closed | -$34K | – | 1533 |
|
|
2021
Q3 | $34K | Buy |
+13,901
| New | +$34K | ﹤0.01% | 1475 |
|
|
2019
Q3 | – | Sell |
-57,603
| Closed | -$164K | – | 1300 |
|
|
2019
Q2 | $164K | Buy |
+57,603
| New | +$164K | ﹤0.01% | 1216 |
|
|
2017
Q3 | – | Sell |
-24,982
| Closed | -$89K | – | 1330 |
|
|
2017
Q2 | $89K | Hold |
24,982
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q1 | $85K | Hold |
24,982
| – | – | ﹤0.01% | 1255 |
|
|
2016
Q4 | $77K | Hold |
24,982
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q3 | $71K | Hold |
24,982
| – | – | ﹤0.01% | 1230 |
|
|
2016
Q2 | $74K | Sell |
24,982
-58,563
| -70% | -$173K | ﹤0.01% | 1179 |
|
|
2016
Q1 | $330K | Hold |
83,545
| – | – | 0.01% | 900 |
|
|
2015
Q4 | $364K | Sell |
83,545
-417
| -0.5% | -$1.82K | 0.01% | 881 |
|
|
2015
Q3 | $386K | Buy |
83,962
+362
| +0.4% | +$1.66K | 0.01% | 903 |
|
|
2015
Q2 | $454K | Buy |
83,600
+58,100
| +228% | +$316K | 0.01% | 927 |
|
|
2015
Q1 | $119K | Sell |
25,500
-28,695
| -53% | -$134K | ﹤0.01% | 1397 |
|
|
2014
Q4 | $252K | Sell |
54,195
-1,896
| -3% | -$8.82K | 0.01% | 1104 |
|
|
2014
Q3 | $283K | Sell |
56,091
-2,405
| -4% | -$12.1K | 0.01% | 1090 |
|
|
2014
Q2 | $301K | Sell |
58,496
-60,090
| -51% | -$309K | 0.01% | 1048 |
|
|
2014
Q1 | $604K | Sell |
118,586
-754
| -0.6% | -$3.84K | 0.02% | 766 |
|
|
2013
Q4 | $634K | Buy |
119,340
+5,466
| +5% | +$29K | 0.02% | 727 |
|
|
2013
Q3 | $548K | Buy |
113,874
+26,437
| +30% | +$127K | 0.02% | 734 |
|
|
2013
Q2 | $336K | Buy |
+87,437
| New | +$336K | 0.01% | 876 |
|