Atria Wealth Solutions’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 | $109K | Sell |
25,637
-45,175
| -64% | -$192K | ﹤0.01% | 1428 |
|
2025
Q1 | $271K | Buy |
70,812
+6,089
| +9% | +$23.3K | ﹤0.01% | 1528 |
|
2024
Q4 | $176K | Buy |
64,723
+15,425
| +31% | +$42K | ﹤0.01% | 1825 |
|
2024
Q3 | $154K | Buy |
49,298
+3,226
| +7% | +$10.1K | ﹤0.01% | 1805 |
|
2024
Q2 | $126K | Buy |
46,072
+32,566
| +241% | +$88.9K | ﹤0.01% | 1812 |
|
2024
Q1 | $35K | Buy |
13,506
+2,668
| +25% | +$6.91K | ﹤0.01% | 1918 |
|
2023
Q4 | $25.9K | Buy |
+10,838
| New | +$25.9K | ﹤0.01% | 1892 |
|