Aprio Wealth Management’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	$518K	Buy	103,072 +539	+0.5%	+$2.96K	0.03%	341
2025 Q4	$543K	Buy	102,533 +876	+0.9%	+$4.24K	0.03%	298
2025 Q3	$462K	Buy	101,657 +4,184	+4%	+$18.3K	0.05%	235
2025 Q2	$414K	Sell	97,473 -12,114	-11%	-$48.2K	0.05%	225
2025 Q1	$419K	Buy	109,587 +36,560	+50%	+$121K	0.05%	199
2024 Q4	$199K	Sell	73,027 -4,384	-6%	-$12.5K	0.03%	302
2024 Q3	$242K	Buy	77,411 +13,277	+21%	+$39.8K	0.04%	233
2024 Q2	$175K	Buy	64,134 +16,521	+35%	+$44.3K	0.03%	244
2024 Q1	$123K	Buy	47,613 +19,857	+72%	+$45.6K	0.02%	235
2023 Q4	$66.3K	Buy	+27,756	New	+$59.4K	0.01%	201