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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$701K	Sell	164,875 -26	-0%	-$111	0.01%	568
2025 Q1	$630K	Buy	164,901 +8,831	+6%	+$33.7K	0.01%	570
2024 Q4	$425K	Sell	156,070 -1,135	-0.7%	-$3.09K	0.01%	637
2024 Q3	$376K	Buy	157,205 +5,089	+3%	+$12.2K	0.01%	629
2024 Q2	$415K	Sell	152,116 -5,089	-3%	-$13.9K	0.01%	620
2024 Q1	$407K	Hold	157,205	–	–	0.01%	631
2023 Q4	$376K	Buy	157,205 +11,600	+8%	+$27.7K	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	+$338K	0.01%	595
2021 Q3	–	Sell	-13,300	Closed	-$34K	–	774
2021 Q2	$34K	Hold	13,300	–	–	﹤0.01%	761
2021 Q1	$31K	Hold	13,300	–	–	﹤0.01%	731
2020 Q4	$26K	Hold	13,300	–	–	﹤0.01%	701
2020 Q3	$17K	Hold	13,300	–	–	﹤0.01%	675
2020 Q2	$20K	Hold	13,300	–	–	﹤0.01%	670
2020 Q1	$20K	Sell	13,300 -6,907	-34%	-$10.4K	﹤0.01%	651
2019 Q4	$67K	Buy	20,207 +6,907	+52%	+$22.9K	﹤0.01%	691
2019 Q3	$35K	Hold	13,300	–	–	﹤0.01%	693
2019 Q2	$38K	Hold	13,300	–	–	﹤0.01%	699
2019 Q1	$43K	Sell	13,300 -484	-4%	-$1.57K	﹤0.01%	707
2018 Q4	$35K	Buy	13,784 +484	+4%	+$1.23K	﹤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%	-$22.6K	﹤0.01%	671
2017 Q1	$67K	Hold	19,700	–	–	﹤0.01%	649
2016 Q4	$61K	Sell	19,700 -26,200	-57%	-$81.1K	﹤0.01%	629
2016 Q3	$132K	Sell	45,900 -9,400	-17%	-$27K	﹤0.01%	620
2016 Q2	$164K	Buy	55,300 +25,000	+83%	+$74.1K	﹤0.01%	616
2016 Q1	$120K	Buy	30,300 +17,000	+128%	+$67.3K	﹤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	+$70K	﹤0.01%	603