Pinnacle Wealth Planning Services’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 | $299K | Buy |
59,476
+32,229
| +118% | +$177K | 0.03% | 337 |
|
|
2025
Q4 | $144K | Sell |
27,247
-44
| -0.2% | -$213 | 0.02% | 611 |
|
|
2025
Q3 | $124K | Sell |
27,291
-107
| -0.4% | -$468 | 0.01% | 464 |
|
|
2025
Q2 | $116K | Buy |
27,398
+7,039
| +35% | +$28K | 0.02% | 437 |
|
|
2025
Q1 | $77.8K | Buy |
20,359
+4,074
| +25% | +$13.5K | 0.01% | 388 |
|
|
2024
Q4 | $44.3K | Buy |
16,285
+2,098
| +15% | +$5.99K | 0.01% | 384 |
|
|
2024
Q3 | $44.3K | Buy |
14,187
+2,983
| +27% | +$8.95K | 0.01% | 528 |
|
|
2024
Q2 | $30.6K | Buy |
+11,204
| New | +$30.1K | ﹤0.01% | 507 |
|
|
2022
Q4 | – | Sell |
-22,937
| Closed | -$41K | – | 473 |
|
|
2022
Q3 | $41K | Sell |
22,937
-15,477
| -40% | -$32.1K | 0.01% | 399 |
|
|
2022
Q2 | $78K | Buy |
38,414
+4,918
| +15% | +$10.9K | 0.01% | 393 |
|
|
2022
Q1 | $81K | Sell |
33,496
-8,958
| -21% | -$23.8K | 0.01% | 416 |
|
|
2021
Q4 | $108K | Buy |
42,454
+13,022
| +44% | +$33.2K | 0.02% | 393 |
|
|
2021
Q3 | $72K | Sell |
29,432
-138
| -0.5% | -$338 | 0.02% | 367 |
|
|
2021
Q2 | $75K | Buy |
29,570
+17,774
| +151% | +$45.6K | 0.02% | 351 |
|
|
2021
Q1 | $27K | Buy |
11,796
+11,105
| +1,607% | +$23.1K | 0.01% | 339 |
|
|
2020
Q4 | $1K | Buy |
+691
| New | +$1.17K | ﹤0.01% | 2134 |
|
|
2020
Q2 | – | Sell |
-12,218
| Closed | -$18K | – | 282 |
|
|
2020
Q1 | $18K | Sell |
12,218
-49,016
| -80% | -$126K | 0.01% | 232 |
|
|
2019
Q4 | $202K | Sell |
61,234
-1,895
| -3% | -$5.73K | 0.1% | 223 |
|
|
2019
Q3 | $166K | Buy |
63,129
+25,274
| +67% | +$65.5K | 0.09% | 189 |
|
|
2019
Q2 | $108K | Buy |
37,855
+190
| +0.5% | +$587 | 0.07% | 172 |
|
|
2019
Q1 | $121K | Buy |
37,665
+12,584
| +50% | +$38.5K | 0.08% | 158 |
|
|
2018
Q4 | $65K | Sell |
25,081
-38,600
| -61% | -$110K | 0.04% | 143 |
|
|
2018
Q3 | $193K | Sell |
63,681
-9,259
| -13% | -$29.7K | 0.18% | 163 |
|
|
2018
Q2 | $243K | Buy |
72,940
+485
| +0.7% | +$1.72K | 0.24% | 140 |
|
|
2018
Q1 | $270K | Buy |
72,455
+57,779
| +394% | +$224K | 0.28% | 123 |
|
|
2017
Q4 | $55K | Buy |
+14,676
| New | +$52.9K | 0.11% | 123 |
|
Other funds holding LYG
MIP
CBU
