WhitTier Trust Company’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 | $87.8K | Sell |
20,660
-6,238
| -23% | -$26.5K | ﹤0.01% | 653 |
|
|
2025
Q1 | $102K | Sell |
26,898
-1,354
| -5% | -$5.16K | ﹤0.01% | 616 |
|
|
2024
Q4 | $76.8K | Hold |
28,252
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $87.9K | Buy |
28,252
+2,499
| +10% | +$7.77K | ﹤0.01% | 620 |
|
|
2024
Q2 | $70.3K | Buy |
25,753
+2,306
| +10% | +$6.3K | ﹤0.01% | 627 |
|
|
2024
Q1 | $60.5K | Buy |
23,447
+756
| +3% | +$1.95K | ﹤0.01% | 649 |
|
|
2023
Q4 | $54K | Buy |
22,691
+366
| +2% | +$871 | ﹤0.01% | 667 |
|
|
2023
Q3 | $47.3K | Hold |
22,325
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $49.1K | Hold |
22,325
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $51.6K | Hold |
22,325
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $49.1K | Hold |
22,325
| – | – | ﹤0.01% | 673 |
|
|
2022
Q3 | $40K | Sell |
22,325
-1,066
| -5% | -$1.91K | ﹤0.01% | 700 |
|
|
2022
Q2 | $47K | Hold |
23,391
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $56K | Hold |
23,391
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $59K | Buy |
23,391
+10,827
| +86% | +$27.3K | ﹤0.01% | 649 |
|
|
2021
Q3 | $31K | Buy |
+12,564
| New | +$31K | ﹤0.01% | 754 |
|
|
2019
Q3 | – | Sell |
-134
| Closed | – | – | 1003 |
|
|
2019
Q2 | $0 | Buy |
+134
| New | – | ﹤0.01% | 1002 |
|