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	–	696
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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIBC Private Wealth Group

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return