Steward Partners Investment Advisory’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 | $73.5K | Buy |
17,293
+33
| +0.2% | +$140 | ﹤0.01% | 2280 |
|
|
2025
Q1 | $65.9K | Sell |
17,260
-8,165
| -32% | -$31.2K | ﹤0.01% | 2239 |
|
|
2024
Q4 | $69.2K | Buy |
25,425
+7,020
| +38% | +$19.1K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $57.4K | Sell |
18,405
-12,146
| -40% | -$37.9K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $83.4K | Sell |
30,551
-1,082
| -3% | -$2.95K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $81.9K | Buy |
31,633
+27,295
| +629% | +$70.7K | ﹤0.01% | 1862 |
|
|
2023
Q4 | $10.4K | Hold |
4,338
| – | – | ﹤0.01% | 2696 |
|
|
2023
Q3 | $9.24K | Hold |
4,338
| – | – | ﹤0.01% | 2630 |
|
|
2023
Q2 | $9.54K | Hold |
4,338
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q1 | $10.1K | Hold |
4,338
| – | – | ﹤0.01% | 2538 |
|
|
2022
Q4 | $9.54K | Hold |
4,338
| – | – | ﹤0.01% | 2554 |
|
|
2022
Q3 | $8K | Hold |
4,338
| – | – | ﹤0.01% | 2615 |
|
|
2022
Q2 | $9K | Hold |
4,338
| – | – | ﹤0.01% | 2560 |
|
|
2022
Q1 | $10K | Buy |
4,338
+1,425
| +49% | +$3.29K | ﹤0.01% | 2662 |
|
|
2021
Q4 | $7K | Hold |
2,913
| – | – | ﹤0.01% | 2728 |
|
|
2021
Q3 | $7K | Sell |
2,913
-1,625
| -36% | -$3.91K | ﹤0.01% | 2713 |
|
|
2021
Q2 | $12K | Buy |
4,538
+1,625
| +56% | +$4.3K | ﹤0.01% | 5719 |
|
|
2021
Q1 | $6.76K | Hold |
2,913
| – | – | ﹤0.01% | 2931 |
|
|
2020
Q4 | $6K | Hold |
2,913
| – | – | ﹤0.01% | 2467 |
|
|
2020
Q3 | $4K | Sell |
2,913
-318
| -10% | -$437 | ﹤0.01% | 2435 |
|
|
2020
Q2 | $5K | Sell |
3,231
-862
| -21% | -$1.33K | ﹤0.01% | 2274 |
|
|
2020
Q1 | $6K | Buy |
4,093
+1,165
| +40% | +$1.71K | ﹤0.01% | 2028 |
|
|
2019
Q4 | $9K | Buy |
2,928
+165
| +6% | +$507 | ﹤0.01% | 2059 |
|
|
2019
Q3 | $7K | Sell |
2,763
-689
| -20% | -$1.75K | ﹤0.01% | 2136 |
|
|
2019
Q2 | $9K | Buy |
+3,452
| New | +$9K | ﹤0.01% | 2031 |
|
|
2018
Q4 | – | Sell |
-5,903
| Closed | -$18K | – | 1562 |
|
|
2018
Q3 | $18K | Sell |
5,903
-724
| -11% | -$2.21K | ﹤0.01% | 1606 |
|
|
2018
Q2 | $22K | Sell |
6,627
-1,298
| -16% | -$4.31K | ﹤0.01% | 1431 |
|
|
2018
Q1 | $29K | Buy |
7,925
+2,418
| +44% | +$8.85K | ﹤0.01% | 1197 |
|
|
2017
Q4 | $20K | Sell |
5,507
-2,000
| -27% | -$7.26K | ﹤0.01% | 1112 |
|
|
2017
Q3 | $27K | Hold |
7,507
| – | – | ﹤0.01% | 858 |
|
|
2017
Q2 | $26K | Buy |
7,507
+4,370
| +139% | +$15.1K | ﹤0.01% | 790 |
|
|
2017
Q1 | $10K | Buy |
3,137
+844
| +37% | +$2.69K | ﹤0.01% | 942 |
|
|
2016
Q4 | $7K | Buy |
+2,293
| New | +$7K | ﹤0.01% | 614 |
|