RFG
LYG icon

RFP Financial Group’s Lloyds Banking Group LYG Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-1,734
Closed -$4.73K – 497
2024
Q2 		$4.73K Buy
1,734
+758
+78% +$2.03K ﹤0.01% 580
2024
Q1 		$2.53K Sell
976
-1,474
-60% -$3.38K ﹤0.01% 628
2023
Q4 		$5.86K Hold
2,450
– – ﹤0.01% 515
2023
Q3 		$5.22K Hold
2,450
– – ﹤0.01% 507
2023
Q2 		$5.39K Hold
2,450
– – ﹤0.01% 541
2023
Q1 		$5.68K Hold
2,450
– – 0.01% 372
2022
Q4 		$5.39K Buy
+2,450
New +$5.04K ﹤0.01% 512

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RFP Financial Group's LYG Position: Q3 2024 in Review

RFP Financial Group sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 1,734 shares — an estimated $4.73K sold.

RFP Financial Group first reported a position in LYG in Q4 2022 and held it in 7 quarters. The position peaked at $5.86K in Q4 2023. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • RFP Financial Group reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,734 Lloyds Banking Group shares in Q3 2024, an estimated $4.73K.
  • RFP Financial Group first reported a position in Lloyds Banking Group in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Lloyds Banking Group position peaked at $5.86K in Q4 2023.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.