Stifel Financial’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 | $5.98M | Buy |
1,189,841
+536,478
| +82% | +$2.94M | 0.01% | 1244 |
|
|
2025
Q4 | $3.46M | Buy |
653,363
+61,564
| +10% | +$298K | ﹤0.01% | 1551 |
|
|
2025
Q3 | $2.69M | Buy |
591,799
+13,108
| +2% | +$57.3K | ﹤0.01% | 1694 |
|
|
2025
Q2 | $2.46M | Sell |
578,691
-431,005
| -43% | -$1.71M | ﹤0.01% | 1692 |
|
|
2025
Q1 | $3.86M | Sell |
1,009,696
-90,618
| -8% | -$300K | ﹤0.01% | 1335 |
|
|
2024
Q4 | $2.99M | Sell |
1,100,314
-36,654
| -3% | -$105K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $3.55M | Buy |
1,136,968
+65,629
| +6% | +$197K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $2.92M | Buy |
1,071,339
+70,060
| +7% | +$188K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $2.59M | Buy |
1,001,279
+410,240
| +69% | +$941K | ﹤0.01% | 1538 |
|
|
2023
Q4 | $1.41M | Buy |
591,039
+93,949
| +19% | +$201K | ﹤0.01% | 1912 |
|
|
2023
Q3 | $1.06M | Buy |
497,090
+34,697
| +8% | +$75.3K | ﹤0.01% | 2015 |
|
|
2023
Q2 | $1.02M | Buy |
462,393
+363,812
| +369% | +$834K | ﹤0.01% | 2076 |
|
|
2023
Q1 | $229K | Buy |
98,581
+62,281
| +172% | +$151K | ﹤0.01% | 2968 |
|
|
2022
Q4 | $79.9K | Sell |
36,300
-6,902
| -16% | -$14.2K | ﹤0.01% | 3157 |
|
|
2022
Q3 | $77K | Buy |
43,202
+2,150
| +5% | +$4.46K | ﹤0.01% | 3143 |
|
|
2022
Q2 | $83K | Buy |
41,052
+1,182
| +3% | +$2.61K | ﹤0.01% | 3178 |
|
|
2022
Q1 | $96K | Buy |
39,870
+12,259
| +44% | +$32.6K | ﹤0.01% | 3261 |
|
|
2021
Q4 | $71K | Buy |
+27,611
| New | +$70.4K | ﹤0.01% | 3284 |
|
|
2021
Q1 | – | Sell |
-20,462
| Closed | -$40K | – | 3256 |
|
|
2020
Q4 | $40K | Buy |
20,462
+10,418
| +104% | +$17.6K | ﹤0.01% | 2996 |
|
|
2020
Q3 | $13K | Buy |
+10,044
| New | +$14.1K | ﹤0.01% | 2860 |
|
|
2020
Q2 | – | Sell |
-520,303
| Closed | -$762K | – | 2906 |
|
|
2020
Q1 | $762K | Buy |
520,303
+1,915
| +0.4% | +$4.94K | ﹤0.01% | 1602 |
|
|
2019
Q4 | $1.72M | Buy |
518,388
+12,948
| +3% | +$39.2K | ﹤0.01% | 1438 |
|
|
2019
Q3 | $1.33M | Buy |
505,440
+253,674
| +101% | +$658K | ﹤0.01% | 1575 |
|
|
2019
Q2 | $698K | Buy |
251,766
+57,232
| +29% | +$177K | ﹤0.01% | 2015 |
|
|
2019
Q1 | $619K | Buy |
194,534
+2,306
| +1% | +$7.05K | ﹤0.01% | 1941 |
|
|
2018
Q4 | $476K | Sell |
192,228
-40,304
| -17% | -$115K | ﹤0.01% | 1958 |
|
|
2018
Q3 | $699K | Sell |
232,532
-97,431
| -30% | -$312K | ﹤0.01% | 1916 |
|
|
2018
Q2 | $1.11M | Sell |
329,963
-17,946
| -5% | -$63.8K | ﹤0.01% | 1545 |
|
|
2018
Q1 | $1.31M | Buy |
347,909
+44,947
| +15% | +$174K | ﹤0.01% | 1398 |
|
|
2017
Q4 | $1.16M | Buy |
302,962
+91,596
| +43% | +$330K | ﹤0.01% | 1436 |
|
|
2017
Q3 | $785K | Buy |
211,366
+14,763
| +8% | +$51.4K | ﹤0.01% | 1624 |
|
|
2017
Q2 | $712K | Buy |
196,603
+33,146
| +20% | +$118K | ﹤0.01% | 1664 |
|
|
2017
Q1 | $572K | Buy |
163,457
+6,808
| +4% | +$22.9K | ﹤0.01% | 1741 |
|
|
2016
Q4 | $502K | Buy |
156,649
+25,121
| +19% | +$73.5K | ﹤0.01% | 1772 |
|
|
2016
Q3 | $378K | Sell |
131,528
-14,829
| -10% | -$44.1K | ﹤0.01% | 1874 |
|
|
2016
Q2 | $435K | Sell |
146,357
-248,080
| -63% | -$971K | ﹤0.01% | 1847 |
|
|
2016
Q1 | $1.56M | Buy |
394,437
+23,853
| +6% | +$92.4K | 0.01% | 1036 |
|
|
2015
Q4 | $1.62M | Buy |
370,584
+39,323
| +12% | +$178K | 0.01% | 1069 |
|
|
2015
Q3 | $1.52M | Buy |
331,261
+25,835
| +8% | +$129K | 0.01% | 1038 |
|
|
2015
Q2 | $1.66M | Buy |
305,426
+79,164
| +35% | +$412K | 0.01% | 1105 |
|
|
2015
Q1 | $1.06M | Sell |
226,262
-10,010
| -4% | -$46.6K | 0.01% | 1256 |
|
|
2014
Q4 | $1.1M | Buy |
+236,272
| New | +$1.14M | 0.01% | 1211 |
|
|
2014
Q2 | – | Sell |
-25,873
| Closed | -$132K | – | 2233 |
|
|
2014
Q1 | $132K | Buy |
+25,873
| New | +$140K | ﹤0.01% | 1981 |
|
Other funds holding LYG
MIP
CBU
