Silvercrest Asset 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
2026 Q1	$333K	Hold	66,229	–	–	﹤0.01%	748
2025 Q4	$351K	Buy	66,229 +19,823	+43%	+$96K	﹤0.01%	765
2025 Q3	$211K	Hold	46,406	–	–	﹤0.01%	803
2025 Q2	$197K	Hold	46,406	–	–	﹤0.01%	821
2025 Q1	$177K	Buy	+46,406	New	+$153K	﹤0.01%	826
2023 Q1	–	Sell	-811,584	Closed	-$1.79M	–	811
2022 Q4	$1.79M	Buy	811,584 +120,575	+17%	+$248K	0.01%	488
2022 Q3	$1.24M	Sell	691,009 -118,520	-15%	-$246K	0.01%	525
2022 Q2	$1.65M	Buy	809,529 +1,801	+0.2%	+$3.98K	0.01%	499
2022 Q1	$1.95M	Buy	807,728 +2,333	+0.3%	+$6.21K	0.01%	503
2021 Q4	$2.05M	Buy	805,395 +12,385	+2%	+$31.6K	0.01%	486
2021 Q3	$1.94M	Sell	793,010 -200	-0%	-$490	0.01%	496
2021 Q2	$2.02M	Buy	793,210 +5,080	+0.6%	+$13K	0.01%	500
2021 Q1	$1.83M	Buy	788,130 +183,832	+30%	+$382K	0.01%	501
2020 Q4	$1.18M	Sell	604,298 -325,357	-35%	-$548K	0.01%	522
2020 Q3	$1.21M	Buy	929,655 +54,245	+6%	+$76.1K	0.01%	504
2020 Q2	$1.31M	Buy	875,410 +32,630	+4%	+$48.9K	0.01%	505
2020 Q1	$1.27M	Buy	842,780 +58,363	+7%	+$150K	0.01%	474
2019 Q4	$2.6M	Buy	784,417 +515	+0.1%	+$1.56K	0.02%	455
2019 Q3	$2.07M	Buy	783,902 +86,435	+12%	+$224K	0.02%	469
2019 Q2	$1.98M	Buy	697,467 +46,120	+7%	+$143K	0.02%	328
2019 Q1	$2.09M	Buy	+651,347	New	+$1.99M	0.02%	319