Simon Quick 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 | $68.9K | Buy |
16,214
+3,265
| +25% | +$13.9K | ﹤0.01% | 803 |
|
|
2025
Q1 | $49.5K | Buy |
12,949
+262
| +2% | +$1K | ﹤0.01% | 607 |
|
|
2024
Q4 | $34.5K | Buy |
+12,687
| New | +$34.5K | ﹤0.01% | 488 |
|
|
2023
Q4 | – | Sell |
-10,029
| Closed | -$21.4K | – | 362 |
|
|
2023
Q3 | $21.4K | Buy |
+10,029
| New | +$21.4K | ﹤0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-2,131
| Closed | -$7K | – | 616 |
|
|
2019
Q4 | $7K | Buy |
+2,131
| New | +$7K | ﹤0.01% | 441 |
|
|
2019
Q3 | – | Sell |
-817
| Closed | -$2.32K | – | 463 |
|
|
2019
Q2 | $2.32K | Sell |
817
-7,183
| -90% | -$20.4K | ﹤0.01% | 354 |
|
|
2019
Q1 | $26K | Buy |
+8,000
| New | +$26K | 0.01% | 278 |
|