Addison Advisors’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 | $150K | Buy |
35,335
+127
| +0.4% | +$540 | 0.04% | 253 |
|
|
2025
Q1 | $134K | Buy |
35,208
+767
| +2% | +$2.93K | 0.04% | 259 |
|
|
2024
Q4 | $93.7K | Sell |
34,441
-2,094
| -6% | -$5.7K | 0.03% | 309 |
|
|
2024
Q3 | $114K | Buy |
36,535
+1,544
| +4% | +$4.82K | 0.03% | 292 |
|
|
2024
Q2 | $95.5K | Buy |
34,991
+3,160
| +10% | +$8.63K | 0.03% | 293 |
|
|
2024
Q1 | $82.4K | Buy |
31,831
+98
| +0.3% | +$254 | 0.03% | 307 |
|
|
2023
Q4 | $75.8K | Buy |
31,733
+4,244
| +15% | +$10.1K | 0.03% | 302 |
|
|
2023
Q3 | $58.6K | Sell |
27,489
-342
| -1% | -$728 | 0.03% | 305 |
|
|
2023
Q2 | $61.2K | Buy |
27,831
+341
| +1% | +$750 | 0.03% | 298 |
|
|
2023
Q1 | $63.8K | Buy |
27,490
+1,941
| +8% | +$4.5K | 0.04% | 276 |
|
|
2022
Q4 | $56.2K | Buy |
25,549
+6,309
| +33% | +$13.9K | 0.03% | 277 |
|
|
2022
Q3 | $34K | Buy |
19,240
+10,863
| +130% | +$19.2K | 0.02% | 295 |
|
|
2022
Q2 | $17K | Sell |
8,377
-6,109
| -42% | -$12.4K | 0.01% | 375 |
|
|
2022
Q1 | $35K | Buy |
+14,486
| New | +$35K | 0.02% | 330 |
|