United Capital Financial 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 | $525K | Buy |
123,517
+2,153
| +2% | +$9.15K | ﹤0.01% | 755 |
|
|
2025
Q1 | $464K | Buy |
121,364
+684
| +0.6% | +$2.61K | ﹤0.01% | 761 |
|
|
2024
Q4 | $328K | Sell |
120,680
-3,385
| -3% | -$9.21K | ﹤0.01% | 849 |
|
|
2024
Q3 | $387K | Sell |
124,065
-1,462
| -1% | -$4.56K | ﹤0.01% | 793 |
|
|
2024
Q2 | $343K | Sell |
125,527
-936
| -0.7% | -$2.56K | ﹤0.01% | 797 |
|
|
2024
Q1 | $328K | Sell |
126,463
-11,902
| -9% | -$30.8K | ﹤0.01% | 848 |
|
|
2023
Q4 | $331K | Buy |
+138,365
| New | +$331K | ﹤0.01% | 834 |
|
|
2023
Q2 | – | Sell |
-14,608
| Closed | -$33.9K | – | 937 |
|
|
2023
Q1 | $33.9K | Buy |
14,608
+3,660
| +33% | +$8.49K | ﹤0.01% | 947 |
|
|
2022
Q4 | $24.1K | Sell |
10,948
-15,288
| -58% | -$33.6K | ﹤0.01% | 1028 |
|
|
2022
Q3 | $47K | Buy |
26,236
+4,756
| +22% | +$8.52K | ﹤0.01% | 1067 |
|
|
2022
Q2 | $44K | Buy |
21,480
+2,849
| +15% | +$5.84K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $45K | Buy |
18,631
+336
| +2% | +$812 | ﹤0.01% | 1135 |
|
|
2021
Q4 | $47K | Buy |
18,295
+929
| +5% | +$2.39K | ﹤0.01% | 1182 |
|
|
2021
Q3 | $43K | Sell |
17,366
-4,100
| -19% | -$10.2K | ﹤0.01% | 1180 |
|
|
2021
Q2 | $55K | Buy |
+21,466
| New | +$55K | ﹤0.01% | 1196 |
|
|
2020
Q3 | – | Sell |
-50,059
| Closed | -$75K | – | 1196 |
|
|
2020
Q2 | $75K | Sell |
50,059
-2,166
| -4% | -$3.25K | ﹤0.01% | 1146 |
|
|
2020
Q1 | $79K | Sell |
52,225
-120,431
| -70% | -$182K | ﹤0.01% | 1129 |
|
|
2019
Q4 | $571K | Buy |
172,656
+122,814
| +246% | +$406K | ﹤0.01% | 943 |
|
|
2019
Q3 | $132K | Sell |
49,842
-122,160
| -71% | -$324K | ﹤0.01% | 1217 |
|
|
2019
Q2 | $488K | Buy |
172,002
+2,616
| +2% | +$7.42K | ﹤0.01% | 1046 |
|
|
2019
Q1 | $544K | Sell |
169,386
-11,363
| -6% | -$36.5K | ﹤0.01% | 948 |
|
|
2018
Q4 | $463K | Buy |
180,749
+22,549
| +14% | +$57.8K | ﹤0.01% | 945 |
|
|
2018
Q3 | $481K | Buy |
158,200
+29,387
| +23% | +$89.4K | ﹤0.01% | 983 |
|
|
2018
Q2 | $429K | Sell |
128,813
-6,744
| -5% | -$22.5K | ﹤0.01% | 969 |
|
|
2018
Q1 | $504K | Buy |
135,557
+21,598
| +19% | +$80.3K | ﹤0.01% | 955 |
|
|
2017
Q4 | $427K | Buy |
113,959
+2,236
| +2% | +$8.38K | ﹤0.01% | 1009 |
|
|
2017
Q3 | $409K | Buy |
111,723
+11,394
| +11% | +$41.7K | ﹤0.01% | 1022 |
|
|
2017
Q2 | $354K | Buy |
100,329
+11,053
| +12% | +$39K | ﹤0.01% | 1023 |
|
|
2017
Q1 | $304K | Buy |
89,276
+9,588
| +12% | +$32.6K | ﹤0.01% | 1040 |
|
|
2016
Q4 | $247K | Buy |
79,688
+447
| +0.6% | +$1.39K | ﹤0.01% | 1112 |
|
|
2016
Q3 | $227K | Buy |
79,241
+37,850
| +91% | +$108K | ﹤0.01% | 1153 |
|
|
2016
Q2 | $124K | Sell |
41,391
-6,770
| -14% | -$20.3K | ﹤0.01% | 1207 |
|
|
2016
Q1 | $190K | Buy |
48,161
+20,427
| +74% | +$80.6K | ﹤0.01% | 1133 |
|
|
2015
Q4 | $121K | Buy |
27,734
+5,674
| +26% | +$24.8K | ﹤0.01% | 1165 |
|
|
2015
Q3 | $101K | Buy |
22,060
+2,602
| +13% | +$11.9K | ﹤0.01% | 1208 |
|
|
2015
Q2 | $106K | Buy |
19,458
+7,997
| +70% | +$43.6K | ﹤0.01% | 1226 |
|
|
2015
Q1 | $55K | Sell |
11,461
-1,514
| -12% | -$7.27K | ﹤0.01% | 1228 |
|
|
2014
Q4 | $60K | Sell |
12,975
-946
| -7% | -$4.38K | ﹤0.01% | 1145 |
|
|
2014
Q3 | $70K | Buy |
+13,921
| New | +$70K | ﹤0.01% | 1088 |
|