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Stratos Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Stratos Wealth Partners’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,747
Closed -$51K – 1458
2024
Q4 		$51K Buy
18,747
+760
+4% +$2.17K ﹤0.01% 1429
2024
Q3 		$56.1K Sell
17,987
-3,501
-16% -$10.5K ﹤0.01% 1410
2024
Q2 		$58.7K Sell
21,488
-914
-4% -$2.45K ﹤0.01% 1341
2024
Q1 		$58K Sell
22,402
-6,083
-21% -$14K ﹤0.01% 1357
2023
Q4 		$68.1K Buy
28,485
+5,152
+22% +$11K ﹤0.01% 1335
2023
Q3 		$49.7K Buy
23,333
+9,942
+74% +$21.6K ﹤0.01% 1251
2023
Q2 		$29.5K Buy
13,391
+2,283
+21% +$5.24K ﹤0.01% 1183
2023
Q1 		$25.8K Sell
11,108
-411
-4% -$995 ﹤0.01% 1115
2022
Q4 		$25.3K Sell
11,519
-3,001
-21% -$6.17K ﹤0.01% 1127
2022
Q3 		$26K Buy
+14,520
New +$30.1K ﹤0.01% 1109
2018
Q4 		– Sell
-153
Closed – – 1786
2018
Q3 		$0 Buy
+153
New +$491 ﹤0.01% 3019
2018
Q2 		– Sell
-153
Closed -$1K – 1901
2018
Q1 		$1K Hold
153
– – ﹤0.01% 3007
2017
Q4 		$1K Buy
+153
New +$552 ﹤0.01% 2725

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's LYG Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 18,747 shares — an estimated $51K sold.

Stratos Wealth Partners first reported a position in LYG in Q4 2017 and held it in 13 quarters. The position peaked at $68.1K in Q4 2023. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 18,747 Lloyds Banking Group shares in Q1 2025, an estimated $51K.
  • Stratos Wealth Partners first reported a position in Lloyds Banking Group in Q4 2017 and held it in 13 quarters.
  • Stratos Wealth Partners's Lloyds Banking Group position peaked at $68.1K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.