Ascent Group’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
2025
Q3
$253K Sell
2025
Q2
$252K Buy
2025
Q1
$226K Buy
2024
Q4
$135K Sell
2024
Q3
$169K Buy
2024
Q2
$142K Buy
2024
Q1
$78.5K Buy
2023
Q4
$23.4K Buy
2023
Q2
Sell
2023
Q1
$28.2K Buy
2022
Q3
Sell
2022
Q2
$43K Hold
2022
Q1
$47K Hold
2021
Q4
$54K Buy