Arkadios Wealth 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 | $63.8K | Buy |
15,005
+166
| +1% | +$705 | ﹤0.01% | 1219 |
|
|
2025
Q1 | $56.7K | Buy |
14,839
+2,060
| +16% | +$7.87K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $34.8K | Sell |
12,779
-841
| -6% | -$2.29K | ﹤0.01% | 902 |
|
|
2024
Q3 | $42.5K | Buy |
+13,620
| New | +$42.5K | ﹤0.01% | 882 |
|
|
2023
Q4 | – | Sell |
-21,075
| Closed | -$44.9K | – | 742 |
|
|
2023
Q3 | $44.9K | Sell |
21,075
-4,479
| -18% | -$9.54K | ﹤0.01% | 658 |
|
|
2023
Q2 | $56.2K | Buy |
25,554
+1,650
| +7% | +$3.63K | 0.01% | 594 |
|
|
2023
Q1 | $55.5K | Sell |
23,904
-4,713
| -16% | -$10.9K | 0.01% | 593 |
|
|
2022
Q4 | $63K | Sell |
28,617
-440
| -2% | -$968 | 0.01% | 550 |
|
|
2022
Q3 | $52K | Sell |
29,057
-301
| -1% | -$539 | 0.01% | 514 |
|
|
2022
Q2 | $60K | Buy |
29,358
+843
| +3% | +$1.72K | 0.01% | 532 |
|
|
2022
Q1 | $69K | Buy |
+28,515
| New | +$69K | 0.01% | 546 |
|
|
2020
Q2 | – | Sell |
-5,579
| Closed | -$8.42K | – | 1065 |
|
|
2020
Q1 | $8.42K | Sell |
5,579
-191
| -3% | -$288 | 0.01% | 678 |
|
|
2019
Q4 | $17.4K | Buy |
+5,770
| New | +$17.4K | 0.01% | 484 |
|