SVB Wealth’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 | $101K | Buy |
+23,801
| New | +$101K | 0.01% | 416 |
|
|
2025
Q1 | – | Sell |
-41,165
| Closed | -$112K | – | 1667 |
|
|
2024
Q4 | $112K | Buy |
+41,165
| New | +$112K | ﹤0.01% | 710 |
|
|
2024
Q3 | – | Sell |
-51,271
| Closed | -$140K | – | 356 |
|
|
2024
Q2 | $140K | Sell |
51,271
-387
| -0.7% | -$1.06K | ﹤0.01% | 697 |
|
|
2024
Q1 | $134K | Buy |
51,658
+6,000
| +13% | +$15.5K | ﹤0.01% | 800 |
|
|
2023
Q4 | $109K | Buy |
45,658
+2,407
| +6% | +$5.75K | ﹤0.01% | 826 |
|
|
2023
Q3 | $92.1K | Buy |
43,251
+2,573
| +6% | +$5.48K | ﹤0.01% | 811 |
|
|
2023
Q2 | $89.5K | Sell |
40,678
-10,689
| -21% | -$23.5K | ﹤0.01% | 881 |
|
|
2023
Q1 | $119K | Buy |
51,367
+2,281
| +5% | +$5.29K | ﹤0.01% | 927 |
|
|
2022
Q4 | $108K | Sell |
49,086
-9,049
| -16% | -$19.9K | ﹤0.01% | 962 |
|
|
2022
Q3 | $104K | Buy |
58,135
+8,784
| +18% | +$15.7K | ﹤0.01% | 911 |
|
|
2022
Q2 | $101K | Buy |
49,351
+19,441
| +65% | +$39.8K | ﹤0.01% | 713 |
|
|
2022
Q1 | $72K | Buy |
29,910
+11,014
| +58% | +$26.5K | ﹤0.01% | 732 |
|
|
2021
Q4 | $47K | Buy |
18,896
+5,939
| +46% | +$14.8K | ﹤0.01% | 764 |
|
|
2021
Q3 | $32K | Sell |
12,957
-42
| -0.3% | -$104 | ﹤0.01% | 968 |
|
|
2021
Q2 | $33K | Buy |
12,999
+1,390
| +12% | +$3.53K | ﹤0.01% | 949 |
|
|
2021
Q1 | $27K | Buy |
+11,609
| New | +$27K | ﹤0.01% | 892 |
|
|
2017
Q2 | – | Sell |
-12,830
| Closed | -$11K | – | 492 |
|
|
2017
Q1 | $11K | Buy |
+12,830
| New | +$11K | ﹤0.01% | 481 |
|