Principal Securities’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 | $1.3M | Buy |
306,837
+18,064
| +6% | +$76.8K | 0.02% | 534 |
|
2025
Q1 | $785K | Hold |
288,773
| – | – | 0.02% | 625 |
|
2024
Q4 | $785K | Sell |
288,773
-3,747
| -1% | -$10.2K | 0.02% | 621 |
|
2024
Q3 | $913K | Buy |
292,520
+17,246
| +6% | +$53.8K | 0.02% | 551 |
|
2024
Q2 | $751K | Buy |
275,274
+14,554
| +6% | +$39.7K | 0.02% | 567 |
|
2024
Q1 | $675K | Buy |
260,720
+14,353
| +6% | +$37.2K | 0.02% | 560 |
|
2023
Q4 | $589K | Buy |
+246,367
| New | +$589K | 0.02% | 548 |
|