Aprio Wealth Management’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 | $414K | Sell |
97,473
-12,114
| -11% | -$51.5K | 0.05% | 225 |
|
|
2025
Q1 | $419K | Buy |
109,587
+36,560
| +50% | +$140K | 0.05% | 199 |
|
|
2024
Q4 | $199K | Sell |
73,027
-4,384
| -6% | -$11.9K | 0.03% | 302 |
|
|
2024
Q3 | $242K | Buy |
77,411
+13,277
| +21% | +$41.4K | 0.04% | 233 |
|
|
2024
Q2 | $175K | Buy |
64,134
+16,521
| +35% | +$45.1K | 0.03% | 244 |
|
|
2024
Q1 | $123K | Buy |
47,613
+19,857
| +72% | +$51.4K | 0.02% | 235 |
|
|
2023
Q4 | $66.3K | Buy |
+27,756
| New | +$66.3K | 0.01% | 201 |
|