U.S. Capital Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

U.S. Capital Wealth Advisors’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
2024 Q1	–	Sell	-20,000	Closed	-$47.8K	–	695
2023 Q4	$47.8K	Sell	20,000 -10,000	-33%	-$21.4K	﹤0.01%	652
2023 Q3	$63.9K	Hold	30,000	–	–	﹤0.01%	623
2023 Q2	$66K	Hold	30,000	–	–	﹤0.01%	646
2023 Q1	$69.6K	Hold	30,000	–	–	﹤0.01%	623
2022 Q4	$66K	Hold	30,000	–	–	﹤0.01%	814
2022 Q3	$54K	Sell	30,000 -4,000	-12%	-$8.3K	﹤0.01%	630
2022 Q2	$69K	Hold	34,000	–	–	﹤0.01%	655
2022 Q1	$82K	Hold	34,000	–	–	﹤0.01%	696
2021 Q4	$87K	Hold	34,000	–	–	﹤0.01%	704
2021 Q3	$83K	Buy	+34,000	New	+$83.3K	﹤0.01%	705

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's LYG Position: Q1 2024 in Review

U.S. Capital Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q1 2024, closing a stake of 20,000 shares — an estimated $47.8K sold.

U.S. Capital Wealth Advisors first reported a position in LYG in Q3 2021 and held it in 10 quarters. The position peaked at $87K in Q4 2021. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

U.S. Capital Wealth Advisors reported no remaining Lloyds Banking Group position as of Q1 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 20,000 Lloyds Banking Group shares in Q1 2024, an estimated $47.8K.
U.S. Capital Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2021 and held it in 10 quarters.
U.S. Capital Wealth Advisors's Lloyds Banking Group position peaked at $87K in Q4 2021.
390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.