PDS Planning’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 | $254K | Buy |
59,724
+2,126
| +4% | +$9.04K | 0.02% | 404 |
|
|
2025
Q1 | $220K | Buy |
57,598
+14,169
| +33% | +$54.1K | 0.02% | 408 |
|
|
2024
Q4 | $118K | Buy |
43,429
+7,649
| +21% | +$20.8K | 0.01% | 419 |
|
|
2024
Q3 | $112K | Buy |
35,780
+348
| +1% | +$1.09K | 0.01% | 420 |
|
|
2024
Q2 | $96.7K | Buy |
35,432
+3,146
| +10% | +$8.59K | 0.01% | 374 |
|
|
2024
Q1 | $83.6K | Sell |
32,286
-1,483
| -4% | -$3.84K | 0.01% | 381 |
|
|
2023
Q4 | $80.7K | Buy |
33,769
+9,390
| +39% | +$22.4K | 0.01% | 354 |
|
|
2023
Q3 | $51.9K | Sell |
24,379
-2,592
| -10% | -$5.52K | 0.01% | 334 |
|
|
2023
Q2 | $59.3K | Sell |
26,971
-3,394
| -11% | -$7.47K | 0.01% | 334 |
|
|
2023
Q1 | $70.4K | Buy |
30,365
+12,684
| +72% | +$29.4K | 0.01% | 293 |
|
|
2022
Q4 | $38.9K | Sell |
17,681
-16,359
| -48% | -$36K | 0.01% | 220 |
|
|
2022
Q3 | $61K | Buy |
34,040
+3,638
| +12% | +$6.52K | 0.01% | 196 |
|
|
2022
Q2 | $62K | Buy |
30,402
+4,542
| +18% | +$9.26K | 0.01% | 208 |
|
|
2022
Q1 | $62K | Buy |
25,860
+14,471
| +127% | +$34.7K | 0.01% | 230 |
|
|
2021
Q4 | $29K | Sell |
11,389
-546
| -5% | -$1.39K | 0.01% | 219 |
|
|
2021
Q3 | $29K | Buy |
11,935
+42
| +0.4% | +$102 | 0.01% | 210 |
|
|
2021
Q2 | $30K | Buy |
+11,893
| New | +$30K | 0.01% | 197 |
|
|
2020
Q3 | – | Sell |
-10,400
| Closed | -$16K | – | 143 |
|
|
2020
Q2 | $16K | Sell |
10,400
-278
| -3% | -$428 | 0.01% | 134 |
|
|
2020
Q1 | $16K | Buy |
+10,678
| New | +$16K | 0.01% | 101 |
|