Avantax Advisory Services’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
Q2 | $2.85M | Sell |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $73.5K | Sell |
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|
2023
Q1 | $84.3K | Sell |
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|
2022
Q4 | $91.9K | Buy |
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|
2022
Q3 | $74K | Sell |
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|
2022
Q2 | $85K | Sell |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $26K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $29K | Buy |
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