Alliance Wealth Advisors (Pennsylvania)’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 | $269K | Sell |
63,194
-3,223
| -5% | -$13.7K | 0.14% | 120 |
|
|
2025
Q1 | $254K | Buy |
66,417
+3,890
| +6% | +$14.9K | 0.14% | 119 |
|
|
2024
Q4 | $170K | Sell |
62,527
-933
| -1% | -$2.54K | 0.1% | 140 |
|
|
2024
Q3 | $198K | Sell |
63,460
-401
| -0.6% | -$1.25K | 0.11% | 135 |
|
|
2024
Q2 | $174K | Sell |
63,861
-7,836
| -11% | -$21.4K | 0.11% | 131 |
|
|
2024
Q1 | $186K | Buy |
71,697
+73
| +0.1% | +$189 | 0.12% | 130 |
|
|
2023
Q4 | $171K | Sell |
71,624
-4,813
| -6% | -$11.5K | 0.11% | 122 |
|
|
2023
Q3 | $163K | Hold |
76,437
| – | – | 0.12% | 122 |
|
|
2023
Q2 | $168K | Hold |
76,437
| – | – | 0.12% | 121 |
|
|
2023
Q1 | $177K | Sell |
76,437
-2,374
| -3% | -$5.51K | 0.13% | 118 |
|
|
2022
Q4 | $173K | Sell |
78,811
-3,318
| -4% | -$7.3K | 0.14% | 111 |
|
|
2022
Q3 | $147K | Sell |
82,129
-4,370
| -5% | -$7.82K | 0.14% | 105 |
|
|
2022
Q2 | $176K | Hold |
86,499
| – | – | 0.15% | 107 |
|
|
2022
Q1 | $208K | Buy |
86,499
+44,823
| +108% | +$108K | 0.17% | 111 |
|
|
2021
Q4 | $106K | Hold |
41,676
| – | – | 0.09% | 113 |
|
|
2021
Q3 | $102K | Buy |
41,676
+370
| +0.9% | +$906 | 0.09% | 116 |
|
|
2021
Q2 | $105K | Sell |
41,306
-529
| -1% | -$1.35K | 0.09% | 112 |
|
|
2021
Q1 | $97K | Buy |
41,835
+1,074
| +3% | +$2.49K | 0.1% | 106 |
|
|
2020
Q4 | $80K | Buy |
+40,761
| New | +$80K | 0.08% | 105 |
|