Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $4.53M | Sell |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $4.61M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $197K | Sell |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | $94K | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $62K | Buy |
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