AWA
Aaron Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
138,818
-1,099
| -0.8% | -$4.67K | 0.06% | 201 |
|
|
2025
Q1 | $534K | Buy |
139,917
+8,757
| +7% | +$33.5K | 0.06% | 203 |
|
|
2024
Q4 | $357K | Buy |
131,160
+10,647
| +9% | +$29K | 0.04% | 277 |
|
|
2024
Q3 | $376K | Buy |
120,513
+20,884
| +21% | +$65.2K | 0.04% | 248 |
|
|
2024
Q2 | $272K | Buy |
99,629
+5,681
| +6% | +$15.5K | 0.04% | 256 |
|
|
2024
Q1 | $243K | Buy |
+93,948
| New | +$243K | 0.03% | 255 |
|
|
2022
Q4 | – | Sell |
-53,572
| Closed | -$96K | – | 259 |
|
|
2022
Q3 | $96K | Buy |
53,572
+29,684
| +124% | +$53.2K | 0.02% | 216 |
|
|
2022
Q2 | $48K | Sell |
23,888
-50,581
| -68% | -$102K | 0.01% | 188 |
|
|
2022
Q1 | $30.9M | Buy |
74,469
+51,996
| +231% | +$21.6M | 0.43% | 31 |
|
|
2021
Q4 | $57K | Buy |
22,473
+11,826
| +111% | +$30K | 0.02% | 176 |
|
|
2021
Q3 | $26K | Sell |
10,647
-8,613
| -45% | -$21K | 0.01% | 160 |
|
|
2021
Q2 | $49K | Buy |
+19,260
| New | +$49K | 0.02% | 156 |
|