AMG National Trust Bank’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,263	Closed	-$203K	–	490
2025 Q4	$203K	Sell	38,263 -417,676	-92%	-$2.02M	﹤0.01%	443
2025 Q3	$2.07M	Sell	455,939 -11,481	-2%	-$50.2K	0.05%	208
2025 Q2	$1.99M	Sell	467,420 -125,090	-21%	-$497K	0.05%	207
2025 Q1	$2.26M	Sell	592,510 -409,972	-41%	-$1.36M	0.06%	178
2024 Q4	$2.73M	Buy	1,002,482 +54	+0%	+$154	0.08%	155
2024 Q3	$3.13M	Buy	1,002,428 +1,353	+0.1%	+$4.06K	0.08%	148
2024 Q2	$2.73M	Buy	1,001,075 +3,976	+0.4%	+$10.7K	0.07%	171
2024 Q1	$2.58M	Buy	+997,099	New	+$2.29M	0.08%	167
2019 Q2	–	Sell	-781,151	Closed	-$2.51M	–	265
2019 Q1	$2.51M	Buy	781,151 +4,415	+0.6%	+$13.5K	0.15%	77
2018 Q4	$1.99M	Buy	+776,736	New	+$2.21M	0.14%	89