Sequoia Financial Advisors’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 | $347K | Buy |
81,683
+6,312
| +8% | +$26.8K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $288K | Buy |
75,371
+7,203
| +11% | +$27.5K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $185K | Buy |
68,168
+2,848
| +4% | +$7.75K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $204K | Buy |
65,320
+3,734
| +6% | +$11.7K | ﹤0.01% | 1157 |
|
|
2024
Q2 | $168K | Buy |
61,586
+4,194
| +7% | +$11.5K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $149K | Sell |
57,392
-273,239
| -83% | -$708K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $790K | Buy |
330,631
+271,372
| +458% | +$649K | 0.01% | 596 |
|
|
2023
Q3 | $126K | Sell |
59,259
-13,556
| -19% | -$28.9K | ﹤0.01% | 897 |
|
|
2023
Q2 | $160K | Sell |
72,815
-3,989
| -5% | -$8.78K | ﹤0.01% | 883 |
|
|
2023
Q1 | $178K | Buy |
76,804
+16,045
| +26% | +$37.2K | ﹤0.01% | 772 |
|
|
2022
Q4 | $134K | Buy |
60,759
+15,105
| +33% | +$33.2K | ﹤0.01% | 753 |
|
|
2022
Q3 | $82K | Buy |
45,654
+1,524
| +3% | +$2.74K | ﹤0.01% | 515 |
|
|
2022
Q2 | $90K | Buy |
44,130
+9,839
| +29% | +$20.1K | ﹤0.01% | 570 |
|
|
2022
Q1 | $83K | Buy |
34,291
+4,326
| +14% | +$10.5K | ﹤0.01% | 649 |
|
|
2021
Q4 | $76K | Buy |
+29,965
| New | +$76K | ﹤0.01% | 578 |
|
|
2020
Q1 | – | Sell |
-18,156
| Closed | -$60K | – | 389 |
|
|
2019
Q4 | $60K | Buy |
18,156
+1,928
| +12% | +$6.37K | ﹤0.01% | 376 |
|
|
2019
Q3 | $43K | Buy |
+16,228
| New | +$43K | ﹤0.01% | 353 |
|