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