Personal CFO Solutions’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $599K | Buy |
119,159
+99,543
| +507% | +$546K | 0.08% | 218 |
|
|
2025
Q4 | $104K | Sell |
19,616
-2,129
| -10% | -$10.3K | 0.02% | 504 |
|
|
2025
Q3 | $98.7K | Buy |
21,745
+79
| +0.4% | +$345 | 0.02% | 495 |
|
|
2025
Q2 | $92.1K | Sell |
21,666
-14,029
| -39% | -$55.8K | 0.02% | 481 |
|
|
2025
Q1 | $136K | Sell |
35,695
-1,166
| -3% | -$3.86K | 0.03% | 442 |
|
|
2024
Q4 | $100K | Buy |
36,861
+547
| +2% | +$1.56K | 0.02% | 455 |
|
|
2024
Q3 | $113K | Buy |
36,314
+4,477
| +14% | +$13.4K | 0.02% | 554 |
|
|
2024
Q2 | $86.9K | Buy |
31,837
+5,709
| +22% | +$15.3K | 0.01% | 526 |
|
|
2024
Q1 | $67.7K | Buy |
26,128
+4,135
| +19% | +$9.49K | 0.01% | 536 |
|
|
2023
Q4 | $52.6K | Sell |
21,993
-4,127
| -16% | -$8.84K | 0.01% | 507 |
|
|
2023
Q3 | $55.6K | Buy |
26,120
+103
| +0.4% | +$223 | 0.01% | 451 |
|
|
2023
Q2 | $57.2K | Hold |
26,017
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $60.4K | Sell |
26,017
-4,550
| -15% | -$11K | 0.01% | 463 |
|
|
2022
Q4 | $67.2K | Buy |
30,567
+1,529
| +5% | +$3.15K | 0.01% | 447 |
|
|
2022
Q3 | $52K | Sell |
29,038
-2,873
| -9% | -$5.96K | 0.01% | 403 |
|
|
2022
Q2 | $65K | Buy |
31,911
+1,167
| +4% | +$2.58K | 0.02% | 419 |
|
|
2022
Q1 | $74K | Buy |
30,744
+2,998
| +11% | +$7.97K | 0.01% | 455 |
|
|
2021
Q4 | $71K | Buy |
27,746
+8,129
| +41% | +$20.7K | 0.01% | 462 |
|
|
2021
Q3 | $48K | Sell |
19,617
-2,626
| -12% | -$6.43K | 0.01% | 444 |
|
|
2021
Q2 | $57K | Buy |
22,243
+2,000
| +10% | +$5.13K | 0.01% | 431 |
|
|
2021
Q1 | $47K | Buy |
20,243
+62
| +0.3% | +$129 | 0.01% | 403 |
|
|
2020
Q4 | $40K | Buy |
20,181
+4,712
| +30% | +$7.94K | 0.01% | 371 |
|
|
2020
Q3 | $0 | Sell |
15,469
-1,720
| -10% | -$2.41K | ﹤0.01% | 255 |
|
|
2020
Q2 | $26K | Sell |
17,189
-881
| -5% | -$1.32K | 0.01% | 312 |
|
|
2020
Q1 | $27K | Sell |
18,070
-19,842
| -52% | -$51.1K | 0.01% | 270 |
|
|
2019
Q4 | $125K | Sell |
37,912
-2,531
| -6% | -$7.66K | 0.04% | 328 |
|
|
2019
Q3 | $107K | Buy |
+40,443
| New | +$105K | 0.04% | 277 |
|
Other funds holding LYG
MIP
CBU
