United Capital Financial Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Buy |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $33.9K | Buy |
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|
2022
Q4 | $24.1K | Sell |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $43K | Sell |
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|
2021
Q2 | $55K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $571K | Buy |
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|
2019
Q3 | $132K | Sell |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $463K | Buy |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $429K | Sell |
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|
2018
Q1 | $504K | Buy |
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|
2017
Q4 | $427K | Buy |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $354K | Buy |
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|
2017
Q1 | $304K | Buy |
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|
2016
Q4 | $247K | Buy |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $124K | Sell |
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|
2016
Q1 | $190K | Buy |
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|
2015
Q4 | $121K | Buy |
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|
2015
Q3 | $101K | Buy |
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|
2015
Q2 | $106K | Buy |
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|
2015
Q1 | $55K | Sell |
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|
2014
Q4 | $60K | Sell |
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|
2014
Q3 | $70K | Buy |
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