West Family Investments’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 | $204K | Buy |
48,075
+2,685
| +6% | +$11.4K | 0.05% | 338 |
|
|
2025
Q1 | $173K | Buy |
45,390
+22,074
| +95% | +$84.3K | 0.07% | 254 |
|
|
2024
Q4 | $63.4K | Sell |
23,316
-659
| -3% | -$1.79K | 0.02% | 284 |
|
|
2024
Q3 | $74.8K | Buy |
23,975
+2,694
| +13% | +$8.41K | 0.03% | 292 |
|
|
2024
Q2 | $58.1K | Hold |
21,281
| – | – | 0.02% | 249 |
|
|
2024
Q1 | $55.1K | Buy |
21,281
+659
| +3% | +$1.71K | 0.02% | 259 |
|
|
2023
Q4 | $49.3K | Buy |
20,622
+2,529
| +14% | +$6.04K | 0.02% | 235 |
|
|
2023
Q3 | $38.5K | Hold |
18,093
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $39.8K | Hold |
18,093
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $42K | Hold |
18,093
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $39.8K | Sell |
18,093
-4,197
| -19% | -$9.23K | 0.01% | 234 |
|
|
2022
Q3 | $40K | Buy |
22,290
+4,197
| +23% | +$7.53K | 0.02% | 219 |
|
|
2022
Q2 | $37K | Sell |
18,093
-63,662
| -78% | -$130K | 0.01% | 225 |
|
|
2022
Q1 | $197K | Buy |
81,755
+5,124
| +7% | +$12.3K | 0.06% | 274 |
|
|
2021
Q4 | $195K | Sell |
76,631
-10,865
| -12% | -$27.6K | 0.05% | 303 |
|
|
2021
Q3 | $214K | Sell |
87,496
-187
| -0.2% | -$457 | 0.06% | 294 |
|
|
2021
Q2 | $224K | Buy |
+87,683
| New | +$224K | 0.06% | 294 |
|