William Blair & Company’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
Q4 | – | Sell |
-13,154
| Closed | -$59.7K | – | 1915 |
|
|
2025
Q3 | $59.7K | Sell |
13,154
-1,545
| -11% | -$6.75K | ﹤0.01% | 1617 |
|
|
2025
Q2 | $62.5K | Buy |
+14,699
| New | +$58.4K | ﹤0.01% | 1578 |
|
|
2022
Q3 | – | Sell |
-17,152
| Closed | -$35K | – | 1864 |
|
|
2022
Q2 | $35K | Buy |
17,152
+2,327
| +16% | +$5.13K | ﹤0.01% | 1671 |
|
|
2022
Q1 | $36K | Buy |
+14,825
| New | +$39.4K | ﹤0.01% | 1748 |
|
|
2019
Q4 | – | Sell |
-10,888
| Closed | -$29K | – | 1776 |
|
|
2019
Q3 | $29K | Buy |
+10,888
| New | +$28.2K | ﹤0.01% | 1508 |
|
|
2016
Q4 | – | Sell |
-14,587
| Closed | -$42K | – | 1439 |
|
|
2016
Q3 | $42K | Sell |
14,587
-37,722
| -72% | -$112K | ﹤0.01% | 1259 |
|
|
2016
Q2 | $155K | Sell |
52,309
-2,532
| -5% | -$9.91K | ﹤0.01% | 1140 |
|
|
2016
Q1 | $217K | Sell |
54,841
-85,492
| -61% | -$331K | ﹤0.01% | 1045 |
|
|
2015
Q4 | $611K | Sell |
140,333
-482,662
| -77% | -$2.19M | 0.01% | 759 |
|
|
2015
Q3 | $2.87M | Sell |
622,995
-115,808
| -16% | -$580K | 0.02% | 432 |
|
|
2015
Q2 | $4.01M | Buy |
738,803
+718,190
| +3,484% | +$3.74M | 0.01% | 1127 |
|
|
2015
Q1 | $96K | Hold |
20,613
| – | – | ﹤0.01% | 2057 |
|
|
2014
Q4 | $96K | Sell |
20,613
-368,456
| -95% | -$1.78M | ﹤0.01% | 2029 |
|
|
2014
Q3 | $1.96M | Sell |
389,069
-606
| -0.2% | -$3.05K | ﹤0.01% | 1265 |
|
|
2014
Q2 | $2M | Sell |
389,675
-48,711
| -11% | -$253K | ﹤0.01% | 1238 |
|
|
2014
Q1 | $2.23M | Sell |
438,386
-22,538
| -5% | -$122K | ﹤0.01% | 1170 |
|
|
2013
Q4 | $2.45M | Buy |
460,924
+72,347
| +19% | +$363K | ﹤0.01% | 1115 |
|
|
2013
Q3 | $1.87M | Buy |
388,577
+371,995
| +2,243% | +$1.68M | ﹤0.01% | 1158 |
|
|
2013
Q2 | $64K | Buy |
+16,582
| New | +$57.7K | ﹤0.01% | 1909 |
|
Other funds holding LYG
MIP
