Orion Portfolio Solutions’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 | $3.58M | Buy |
935,947
+83,317
| +10% | +$318K | 0.04% | 462 |
|
|
2024
Q4 | $2.32M | Sell |
852,630
-92,950
| -10% | -$253K | 0.02% | 629 |
|
|
2024
Q3 | $2.95M | Buy |
945,580
+397,454
| +73% | +$1.24M | 0.03% | 515 |
|
|
2024
Q2 | $1.5M | Buy |
548,126
+396,044
| +260% | +$1.08M | 0.02% | 780 |
|
|
2024
Q1 | $394K | Sell |
152,082
-40,308
| -21% | -$104K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $469K | Sell |
192,390
-37,351
| -16% | -$91.1K | 0.01% | 1235 |
|
|
2023
Q3 | $489K | Buy |
229,741
+7,275
| +3% | +$15.5K | 0.01% | 1214 |
|
|
2023
Q2 | $489K | Buy |
222,466
+114,042
| +105% | +$251K | 0.01% | 1216 |
|
|
2023
Q1 | $252K | Buy |
+108,424
| New | +$252K | ﹤0.01% | 1412 |
|
|
2020
Q3 | – | Sell |
-690
| Closed | -$1K | – | 1370 |
|
|
2020
Q2 | $1K | Hold |
690
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q1 | $1K | Sell |
690
-89
| -11% | -$129 | ﹤0.01% | 1753 |
|
|
2019
Q4 | $3K | Buy |
+779
| New | +$3K | ﹤0.01% | 1417 |
|