Patriot Financial Group Insurance Agency’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 | $679K | Buy |
159,864
+7,684
| +5% | +$32.7K | 0.08% | 265 |
|
|
2025
Q1 | $581K | Sell |
152,180
-7,380
| -5% | -$28.2K | 0.08% | 268 |
|
|
2024
Q4 | $434K | Buy |
159,560
+11,279
| +8% | +$30.7K | 0.06% | 307 |
|
|
2024
Q3 | $463K | Buy |
148,281
+12,845
| +9% | +$40.1K | 0.06% | 306 |
|
|
2024
Q2 | $370K | Buy |
135,436
+3,752
| +3% | +$10.2K | 0.05% | 316 |
|
|
2024
Q1 | $341K | Buy |
131,684
+1,752
| +1% | +$4.54K | 0.05% | 335 |
|
|
2023
Q4 | $311K | Sell |
129,932
-1,130
| -0.9% | -$2.7K | 0.06% | 323 |
|
|
2023
Q3 | $279K | Buy |
131,062
+14,945
| +13% | +$31.8K | 0.06% | 341 |
|
|
2023
Q2 | $255K | Sell |
116,117
-2,616
| -2% | -$5.76K | 0.05% | 376 |
|
|
2023
Q1 | $275K | Buy |
118,733
+15,205
| +15% | +$35.3K | 0.06% | 353 |
|
|
2022
Q4 | $228K | Buy |
103,528
+6,127
| +6% | +$13.5K | 0.03% | 366 |
|
|
2022
Q3 | $174K | Buy |
97,401
+3,933
| +4% | +$7.03K | 0.04% | 370 |
|
|
2022
Q2 | $191K | Buy |
93,468
+23,202
| +33% | +$47.4K | 0.04% | 396 |
|
|
2022
Q1 | $169K | Buy |
70,266
+36,025
| +105% | +$86.6K | 0.03% | 445 |
|
|
2021
Q4 | $87K | Buy |
34,241
+966
| +3% | +$2.45K | 0.01% | 687 |
|
|
2021
Q3 | $82K | Buy |
33,275
+7,327
| +28% | +$18.1K | 0.01% | 711 |
|
|
2021
Q2 | $66K | Buy |
25,948
+9,252
| +55% | +$23.5K | 0.01% | 750 |
|
|
2021
Q1 | $39K | Buy |
16,696
+7,966
| +91% | +$18.6K | 0.01% | 855 |
|
|
2020
Q4 | $17K | Buy |
8,730
+896
| +11% | +$1.75K | ﹤0.01% | 1033 |
|
|
2020
Q3 | $10K | Buy |
7,834
+1,859
| +31% | +$2.37K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $9K | Buy |
5,975
+2,034
| +52% | +$3.06K | ﹤0.01% | 1004 |
|
|
2020
Q1 | $6K | Buy |
3,941
+2,326
| +144% | +$3.54K | ﹤0.01% | 1018 |
|
|
2019
Q4 | $5K | Buy |
1,615
+799
| +98% | +$2.47K | ﹤0.01% | 981 |
|
|
2019
Q3 | $2K | Buy |
816
+261
| +47% | +$640 | ﹤0.01% | 1100 |
|
|
2019
Q2 | $2K | Sell |
555
-84
| -13% | -$303 | ﹤0.01% | 1127 |
|
|
2019
Q1 | $2K | Buy |
+639
| New | +$2K | ﹤0.01% | 1021 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1154 |
|