Stamos Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,282,360
Closed -$9.42M 112
2023
Q2
$9.42M Buy
4,282,360
+998,730
+30% +$2.2M 2.2% 9
2023
Q1
$7.62M Buy
3,283,630
+258,790
+9% +$600K 1.97% 13
2022
Q4
$6.65M Buy
3,024,840
+376,580
+14% +$828K 2.11% 13
2022
Q3
$4.74M Buy
+2,648,260
New +$4.74M 1.21% 28