Valeo 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 | $256K | Buy |
60,214
+3,342
| +6% | +$14.2K | 0.01% | 624 |
|
|
2025
Q1 | $217K | Buy |
56,872
+7,848
| +16% | +$30K | 0.01% | 618 |
|
|
2024
Q4 | $133K | Hold |
49,024
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $153K | Buy |
49,024
+51
| +0.1% | +$159 | ﹤0.01% | 659 |
|
|
2024
Q2 | $134K | Buy |
48,973
+1,838
| +4% | +$5.02K | ﹤0.01% | 626 |
|
|
2024
Q1 | $120K | Buy |
47,135
+7,264
| +18% | +$18.5K | ﹤0.01% | 625 |
|
|
2023
Q4 | $95.3K | Sell |
39,871
-12,469
| -24% | -$29.8K | ﹤0.01% | 612 |
|
|
2023
Q3 | $111K | Sell |
52,340
-2,972
| -5% | -$6.33K | 0.01% | 588 |
|
|
2023
Q2 | $122K | Buy |
55,312
+23,720
| +75% | +$52.2K | 0.01% | 565 |
|
|
2023
Q1 | $73.3K | Buy |
31,592
+700
| +2% | +$1.62K | ﹤0.01% | 583 |
|
|
2022
Q4 | $68K | Buy |
+30,892
| New | +$68K | ﹤0.01% | 515 |
|
|
2021
Q4 | – | Sell |
-24,131
| Closed | -$59K | – | 557 |
|
|
2021
Q3 | $59K | Buy |
24,131
+3,925
| +19% | +$9.6K | ﹤0.01% | 510 |
|
|
2021
Q2 | $52K | Hold |
20,206
| – | – | ﹤0.01% | 448 |
|
|
2021
Q1 | $47K | Hold |
20,206
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $40K | Hold |
20,206
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $26K | Hold |
20,206
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $30K | Buy |
20,206
+19,420
| +2,471% | +$28.8K | ﹤0.01% | 875 |
|
|
2020
Q1 | $1K | Sell |
786
-1,059
| -57% | -$1.35K | ﹤0.01% | 1625 |
|
|
2019
Q4 | $6K | Buy |
1,845
+240
| +15% | +$780 | ﹤0.01% | 1225 |
|
|
2019
Q3 | $4K | Hold |
1,605
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q2 | $5K | Hold |
1,605
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q1 | $5K | Buy |
1,605
+804
| +100% | +$2.51K | ﹤0.01% | 1163 |
|
|
2018
Q4 | $2K | Sell |
801
-1,335
| -63% | -$3.33K | ﹤0.01% | 1286 |
|
|
2018
Q3 | $6K | Sell |
2,136
-14,010
| -87% | -$39.4K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $51K | Sell |
16,146
-2,215
| -12% | -$7K | 0.01% | 535 |
|
|
2018
Q1 | $68K | Buy |
18,361
+17,211
| +1,497% | +$63.7K | 0.01% | 438 |
|
|
2017
Q4 | $4K | Buy |
+1,150
| New | +$4K | ﹤0.01% | 1071 |
|