Aptus Capital 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
$70.5K Buy
16,587
+1,582
+11% +$6.72K ﹤0.01% 1120
2025
Q1
$57.3K Sell
15,005
-3,215
-18% -$12.3K ﹤0.01% 1084
2024
Q4
$49.6K Sell
18,220
-764
-4% -$2.08K ﹤0.01% 1100
2024
Q3
$59.2K Buy
18,984
+5,294
+39% +$16.5K ﹤0.01% 910
2024
Q2
$37.4K Buy
+13,690
New +$37.4K ﹤0.01% 921