Abound Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Abound Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56K	Hold	610	–	–	﹤0.01%	658
2026 Q1	$3.07K	Sell	610 -268	-31%	-$1.47K	﹤0.01%	823
2025 Q4	$4.65K	Buy	878 +738	+527%	+$3.57K	﹤0.01%	691
2025 Q3	$636	Hold	140	–	–	﹤0.01%	909
2025 Q2	$595	Sell	140 -16	-10%	-$64	﹤0.01%	845
2025 Q1	$596	Sell	156 -45	-22%	-$149	﹤0.01%	803
2024 Q4	$547	Hold	201	–	–	﹤0.01%	789
2024 Q3	$628	Hold	201	–	–	﹤0.01%	826
2024 Q2	$549	Hold	201	–	–	﹤0.01%	802
2024 Q1	$521	Sell	201 -67	-25%	-$154	﹤0.01%	884
2023 Q4	$641	Buy	268 +17	+7%	+$36	﹤0.01%	863
2023 Q3	$535	Hold	251	–	–	﹤0.01%	793
2023 Q2	$553	Buy	+251	New	+$576	﹤0.01%	814

Other funds holding LYG

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return