Axxcess Wealth Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Sell |
16,647
-41,752
| -71% | -$177K | ﹤0.01% | 871 |
|
|
2025
Q1 | $223K | Buy |
58,399
+1,322
| +2% | +$5.05K | 0.01% | 778 |
|
|
2024
Q4 | $155K | Sell |
57,077
-4,383
| -7% | -$11.9K | ﹤0.01% | 832 |
|
|
2024
Q3 | $192K | Buy |
61,460
+22,209
| +57% | +$69.3K | ﹤0.01% | 850 |
|
|
2024
Q2 | $107K | Buy |
39,251
+19,400
| +98% | +$53K | ﹤0.01% | 818 |
|
|
2024
Q1 | $51.4K | Sell |
19,851
-1,727
| -8% | -$4.47K | ﹤0.01% | 854 |
|
|
2023
Q4 | $51.6K | Sell |
21,578
-13,273
| -38% | -$31.7K | ﹤0.01% | 815 |
|
|
2023
Q3 | $74.2K | Buy |
+34,851
| New | +$74.2K | ﹤0.01% | 779 |
|