Aletheian Wealth 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
$55.4K Sell
13,040
-256
-2% -$1.09K 0.03% 100
2025
Q1
$50.8K Hold
13,296
0.03% 95
2024
Q4
$36.2K Buy
13,296
+2,322
+21% +$6.32K 0.02% 77
2024
Q3
$34.2K Buy
+10,974
New +$34.2K 0.02% 81