Summit Trail Advisors’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 | $114K | Buy |
+26,827
| New | +$114K | ﹤0.01% | 1091 |
|
|
2024
Q4 | – | Sell |
-31,037
| Closed | -$96.8K | – | 610 |
|
|
2024
Q3 | $96.8K | Buy |
31,037
+928
| +3% | +$2.9K | ﹤0.01% | 703 |
|
|
2024
Q2 | $82.2K | Buy |
30,109
+13,508
| +81% | +$36.9K | ﹤0.01% | 607 |
|
|
2024
Q1 | $43K | Buy |
16,601
+1,431
| +9% | +$3.71K | ﹤0.01% | 595 |
|
|
2023
Q4 | $36.3K | Buy |
15,170
+4,244
| +39% | +$10.1K | ﹤0.01% | 547 |
|
|
2023
Q3 | $23.3K | Sell |
10,926
-3,096
| -22% | -$6.59K | ﹤0.01% | 544 |
|
|
2023
Q2 | $30.8K | Buy |
+14,022
| New | +$30.8K | ﹤0.01% | 537 |
|
|
2022
Q1 | – | Sell |
-10,092
| Closed | -$26K | – | 354 |
|
|
2021
Q4 | $26K | Buy |
+10,092
| New | +$26K | ﹤0.01% | 295 |
|
|
2018
Q2 | – | Sell |
-30,052
| Closed | -$107K | – | 581 |
|
|
2018
Q1 | $107K | Buy |
30,052
+4,670
| +18% | +$16.6K | 0.02% | 397 |
|
|
2017
Q4 | $106K | Buy |
+25,382
| New | +$106K | 0.01% | 603 |
|