Stephens Inc’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 | $534K | Sell |
125,555
-36,085
| -22% | -$153K | 0.01% | 811 |
|
|
2025
Q1 | $617K | Buy |
161,640
+4,013
| +3% | +$15.3K | 0.01% | 743 |
|
|
2024
Q4 | $429K | Buy |
157,627
+4,553
| +3% | +$12.4K | 0.01% | 897 |
|
|
2024
Q3 | $478K | Buy |
153,074
+17,438
| +13% | +$54.4K | 0.01% | 859 |
|
|
2024
Q2 | $370K | Buy |
135,636
+38,804
| +40% | +$106K | 0.01% | 917 |
|
|
2024
Q1 | $251K | Buy |
96,832
+11,993
| +14% | +$31.1K | ﹤0.01% | 1071 |
|
|
2023
Q4 | $203K | Buy |
84,839
+3,840
| +5% | +$9.18K | ﹤0.01% | 1081 |
|
|
2023
Q3 | $173K | Buy |
80,999
+4,925
| +6% | +$10.5K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $167K | Buy |
76,074
+52,524
| +223% | +$116K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $54.6K | Buy |
+23,550
| New | +$54.6K | ﹤0.01% | 1118 |
|
|
2022
Q4 | – | Sell |
-20,035
| Closed | -$36K | – | 1212 |
|
|
2022
Q3 | $36K | Hold |
20,035
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q2 | $41K | Sell |
20,035
-671
| -3% | -$1.37K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $50K | Buy |
20,706
+2,223
| +12% | +$5.37K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $47K | Buy |
+18,483
| New | +$47K | ﹤0.01% | 1283 |
|
|
2019
Q2 | – | Sell |
-11,456
| Closed | -$37K | – | 1202 |
|
|
2019
Q1 | $37K | Buy |
+11,456
| New | +$37K | ﹤0.01% | 1153 |
|
|
2016
Q1 | – | Sell |
-37,832
| Closed | -$165K | – | 780 |
|
|
2015
Q4 | $165K | Buy |
37,832
+6,567
| +21% | +$28.6K | 0.01% | 664 |
|
|
2015
Q3 | $144K | Sell |
31,265
-2,068
| -6% | -$9.53K | 0.01% | 673 |
|
|
2015
Q2 | $181K | Sell |
33,333
-48
| -0.1% | -$261 | 0.01% | 719 |
|
|
2015
Q1 | $156K | Buy |
33,381
+11,013
| +49% | +$51.5K | 0.01% | 740 |
|
|
2014
Q4 | $104K | Sell |
22,368
-864
| -4% | -$4.02K | ﹤0.01% | 751 |
|
|
2014
Q3 | $117K | Hold |
23,232
| – | – | 0.01% | 746 |
|
|
2014
Q2 | $119K | Hold |
23,232
| – | – | 0.01% | 784 |
|
|
2014
Q1 | $118K | Sell |
23,232
-7,850
| -25% | -$39.9K | 0.01% | 734 |
|
|
2013
Q4 | $165K | Sell |
31,082
-12,670
| -29% | -$67.3K | 0.01% | 786 |
|
|
2013
Q3 | $210K | Hold |
43,752
| – | – | 0.01% | 704 |
|
|
2013
Q2 | $168K | Buy |
+43,752
| New | +$168K | 0.01% | 664 |
|