B. Riley Wealth Advisors’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 | $71.9K | Buy |
+16,906
| New | +$71.9K | ﹤0.01% | 934 |
|
|
2024
Q4 | $56.3K | Sell |
20,690
-1,169
| -5% | -$3.18K | ﹤0.01% | 1117 |
|
|
2024
Q3 | $67.2K | Sell |
21,859
-3,478
| -14% | -$10.7K | ﹤0.01% | 1227 |
|
|
2024
Q2 | $69.2K | Buy |
+25,337
| New | +$69.2K | ﹤0.01% | 1329 |
|
|
2022
Q4 | – | Sell |
-10,603
| Closed | -$20K | – | 1551 |
|
|
2022
Q3 | $20K | Sell |
10,603
-10
| -0.1% | -$19 | ﹤0.01% | 1418 |
|
|
2022
Q2 | $22K | Buy |
10,613
+160
| +2% | +$332 | ﹤0.01% | 1198 |
|
|
2022
Q1 | $25K | Buy |
+10,453
| New | +$25K | ﹤0.01% | 1360 |
|
|
2021
Q2 | – | Sell |
-12,975
| Closed | -$31K | – | 1419 |
|
|
2021
Q1 | $31K | Buy |
+12,975
| New | +$31K | ﹤0.01% | 1336 |
|
|
2018
Q2 | – | Sell |
-15,850
| Closed | -$61K | – | 702 |
|
|
2018
Q1 | $61K | Hold |
15,850
| – | – | 0.01% | 646 |
|
|
2017
Q4 | $61K | Buy |
15,850
+4,549
| +40% | +$17.5K | 0.01% | 628 |
|
|
2017
Q3 | $42K | Buy |
11,301
+679
| +6% | +$2.52K | 0.01% | 532 |
|
|
2017
Q2 | $39K | Buy |
+10,622
| New | +$39K | 0.01% | 512 |
|
|
2016
Q3 | – | Sell |
-13,439
| Closed | -$41K | – | 636 |
|
|
2016
Q2 | $41K | Hold |
13,439
| – | – | 0.01% | 598 |
|
|
2016
Q1 | $53K | Buy |
13,439
+2,493
| +23% | +$9.83K | 0.01% | 533 |
|
|
2015
Q4 | $50K | Buy |
+10,946
| New | +$50K | 0.01% | 540 |
|
|
2015
Q2 | – | Sell |
-18,575
| Closed | -$87K | – | 568 |
|
|
2015
Q1 | $87K | Hold |
18,575
| – | – | 0.02% | 505 |
|
|
2014
Q4 | $86 | Hold |
18,575
| – | – | ﹤0.01% | 1811 |
|
|
2014
Q3 | $94K | Buy |
18,575
+15,512
| +506% | +$78.5K | 0.02% | 583 |
|
|
2014
Q2 | $15.7K | Buy |
+3,063
| New | +$15.7K | ﹤0.01% | 1575 |
|