Pinnacle Associates’s Lloyds Banking Group LYG Stock Holding History

Pinnacle Associates’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$835K	Buy	166,048 +1,173	+0.7%	+$6.43K	0.01%	551
2025 Q4	$874K	Hold	164,875	–	–	0.01%	545
2025 Q3	$749K	Hold	164,875	–	–	0.01%	561
2025 Q2	$701K	Sell	164,875 -26	-0%	-$103	0.01%	568
2025 Q1	$630K	Buy	164,901 +8,831	+6%	+$29.2K	0.01%	570
2024 Q4	$425K	Sell	156,070 -1,135	-0.7%	-$3.24K	0.01%	637
2024 Q3	$376K	Buy	157,205 +5,089	+3%	+$15.3K	0.01%	629
2024 Q2	$415K	Sell	152,116 -5,089	-3%	-$13.7K	0.01%	620
2024 Q1	$407K	Hold	157,205	–	–	0.01%	631
2023 Q4	$376K	Buy	157,205 +11,600	+8%	+$24.8K	0.01%	637
2023 Q3	$310K	Hold	145,605	–	–	0.01%	666
2023 Q2	$320K	Hold	145,605	–	–	0.01%	660
2023 Q1	$338K	Buy	+145,605	New	+$352K	0.01%	595
2021 Q3	–	Sell	-13,300	Closed	-$34K	–	775
2021 Q2	$34K	Hold	13,300	–	–	﹤0.01%	762
2021 Q1	$31K	Hold	13,300	–	–	﹤0.01%	732
2020 Q4	$26K	Hold	13,300	–	–	﹤0.01%	702
2020 Q3	$17K	Hold	13,300	–	–	﹤0.01%	676
2020 Q2	$20K	Hold	13,300	–	–	﹤0.01%	671
2020 Q1	$20K	Sell	13,300 -6,907	-34%	-$17.8K	﹤0.01%	652
2019 Q4	$67K	Buy	20,207 +6,907	+52%	+$20.9K	﹤0.01%	701
2019 Q3	$35K	Hold	13,300	–	–	﹤0.01%	698
2019 Q2	$38K	Hold	13,300	–	–	﹤0.01%	700
2019 Q1	$43K	Sell	13,300 -484	-4%	-$1.48K	﹤0.01%	708
2018 Q4	$35K	Buy	13,784 +484	+4%	+$1.38K	﹤0.01%	680
2018 Q3	$40K	Hold	13,300	–	–	﹤0.01%	703
2018 Q2	$44K	Hold	13,300	–	–	﹤0.01%	693
2018 Q1	$49K	Hold	13,300	–	–	﹤0.01%	673
2017 Q4	$50K	Hold	13,300	–	–	﹤0.01%	676
2017 Q3	$49K	Hold	13,300	–	–	﹤0.01%	662
2017 Q2	$47K	Sell	13,300 -6,400	-32%	-$22.7K	﹤0.01%	671
2017 Q1	$67K	Hold	19,700	–	–	﹤0.01%	649
2016 Q4	$61K	Sell	19,700 -26,200	-57%	-$76.7K	﹤0.01%	629
2016 Q3	$132K	Sell	45,900 -9,400	-17%	-$27.9K	﹤0.01%	620
2016 Q2	$164K	Buy	55,300 +25,000	+83%	+$97.9K	﹤0.01%	616
2016 Q1	$120K	Buy	30,300 +17,000	+128%	+$65.8K	﹤0.01%	603
2015 Q4	$58K	Hold	13,300	–	–	﹤0.01%	634
2015 Q3	$61K	Hold	13,300	–	–	﹤0.01%	631
2015 Q2	$72K	Hold	13,300	–	–	﹤0.01%	644
2015 Q1	$62K	Hold	13,300	–	–	﹤0.01%	639
2014 Q4	$62K	Hold	13,300	–	–	﹤0.01%	615
2014 Q3	$67K	Sell	13,300 -308	-2%	-$1.55K	﹤0.01%	612
2014 Q2	$70K	Buy	+13,608	New	+$70.6K	﹤0.01%	603