TD Private Client 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 | $373K | Buy |
87,708
+29,467
| +51% | +$125K | 0.01% | 514 |
|
|
2025
Q1 | $222K | Buy |
58,241
+39,302
| +208% | +$150K | 0.01% | 582 |
|
|
2024
Q4 | $51.5K | Buy |
18,939
+17,958
| +1,831% | +$48.8K | ﹤0.01% | 812 |
|
|
2024
Q3 | $3.06K | Sell |
981
-197
| -17% | -$615 | ﹤0.01% | 1145 |
|
|
2024
Q2 | $3.22K | Buy |
1,178
+701
| +147% | +$1.91K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $1.24K | Sell |
477
-2,039
| -81% | -$5.28K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $6.01K | Sell |
2,516
-122
| -5% | -$292 | ﹤0.01% | 1100 |
|
|
2023
Q3 | $5.62K | Hold |
2,638
| – | – | ﹤0.01% | 1108 |
|
|
2023
Q2 | $5.8K | Buy |
2,638
+920
| +54% | +$2.02K | ﹤0.01% | 1115 |
|
|
2023
Q1 | $3.99K | Buy |
1,718
+1,241
| +260% | +$2.88K | ﹤0.01% | 1117 |
|
|
2022
Q4 | $1.05K | Buy |
+477
| New | +$1.05K | ﹤0.01% | 1143 |
|
|
2022
Q1 | – | Sell |
-776
| Closed | -$1.98K | – | 1304 |
|
|
2021
Q4 | $1.98K | Buy |
+776
| New | +$1.98K | ﹤0.01% | 1019 |
|
|
2021
Q1 | – | Sell |
-3,294
| Closed | -$6.46K | – | 1189 |
|
|
2020
Q4 | $6.46K | Hold |
3,294
| – | – | ﹤0.01% | 873 |
|
|
2020
Q3 | $4.28K | Hold |
3,294
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $4.94K | Sell |
3,294
-112,345
| -97% | -$169K | ﹤0.01% | 841 |
|
|
2020
Q1 | $175K | Sell |
115,639
-6,169
| -5% | -$9.32K | 0.01% | 432 |
|
|
2019
Q4 | $403K | Buy |
+121,808
| New | +$403K | 0.02% | 382 |
|