Perigon Wealth Management’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 | $215K | Sell |
50,568
-10,843
| -18% | -$46.1K | 0.01% | 984 |
|
|
2025
Q1 | $235K | Buy |
61,411
+2,617
| +4% | +$10K | 0.01% | 900 |
|
|
2024
Q4 | $166K | Buy |
58,794
+1,578
| +3% | +$4.47K | ﹤0.01% | 996 |
|
|
2024
Q3 | $179K | Buy |
57,216
+3,568
| +7% | +$11.1K | ﹤0.01% | 949 |
|
|
2024
Q2 | $146K | Buy |
53,648
+3,835
| +8% | +$10.5K | ﹤0.01% | 828 |
|
|
2024
Q1 | $129K | Buy |
49,813
+3,122
| +7% | +$8.09K | ﹤0.01% | 824 |
|
|
2023
Q4 | $112K | Sell |
46,691
-5,585
| -11% | -$13.3K | ﹤0.01% | 803 |
|
|
2023
Q3 | $111K | Buy |
52,276
+26,270
| +101% | +$56K | ﹤0.01% | 752 |
|
|
2023
Q2 | $57.2K | Buy |
26,006
+3,712
| +17% | +$8.17K | ﹤0.01% | 764 |
|
|
2023
Q1 | $51.7K | Buy |
22,294
+2,007
| +10% | +$4.66K | ﹤0.01% | 691 |
|
|
2022
Q4 | $44.6K | Buy |
20,287
+434
| +2% | +$955 | ﹤0.01% | 679 |
|
|
2022
Q3 | $36K | Buy |
19,853
+43
| +0.2% | +$78 | ﹤0.01% | 566 |
|
|
2022
Q2 | $40K | Buy |
19,810
+6,325
| +47% | +$12.8K | ﹤0.01% | 560 |
|
|
2022
Q1 | $32K | Buy |
13,485
+2,148
| +19% | +$5.1K | ﹤0.01% | 595 |
|
|
2021
Q4 | $29K | Buy |
11,337
+367
| +3% | +$939 | ﹤0.01% | 573 |
|
|
2021
Q3 | $27K | Buy |
10,970
+357
| +3% | +$879 | ﹤0.01% | 526 |
|
|
2021
Q2 | $27K | Buy |
10,613
+14
| +0.1% | +$36 | ﹤0.01% | 510 |
|
|
2021
Q1 | $25K | Buy |
+10,599
| New | +$25K | ﹤0.01% | 485 |
|
|
2017
Q1 | – | Sell |
-2,038
| Closed | -$7K | – | 669 |
|
|
2016
Q4 | $7K | Sell |
2,038
-3,487
| -63% | -$12K | ﹤0.01% | 609 |
|
|
2016
Q3 | $16K | Buy |
+5,525
| New | +$16K | ﹤0.01% | 427 |
|