B. Riley Wealth Advisors’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
2026 Q1	–	Sell	-15,114	Closed	-$80.1K	–	1035
2025 Q4	$80.1K	Sell	15,114 -751	-5%	-$3.64K	﹤0.01%	947
2025 Q3	$72K	Sell	15,865 -1,041	-6%	-$4.55K	﹤0.01%	985
2025 Q2	$71.9K	Buy	+16,906	New	+$67.2K	﹤0.01%	975
2024 Q4	$56.3K	Sell	20,690 -1,169	-5%	-$3.34K	﹤0.01%	1117
2024 Q3	$67.2K	Sell	21,859 -3,478	-14%	-$10.4K	﹤0.01%	1227
2024 Q2	$69.2K	Buy	+25,337	New	+$68K	﹤0.01%	1329
2022 Q4	–	Sell	-10,603	Closed	-$20K	–	1551
2022 Q3	$20K	Sell	10,603 -10	-0.1%	-$21	﹤0.01%	1418
2022 Q2	$22K	Buy	10,613 +160	+2%	+$353	﹤0.01%	1198
2022 Q1	$25K	Buy	+10,453	New	+$27.8K	﹤0.01%	1360
2021 Q2	–	Sell	-12,975	Closed	-$31K	–	1419
2021 Q1	$31K	Buy	+12,975	New	+$26.9K	﹤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%	+$16.4K	0.01%	628
2017 Q3	$42K	Buy	11,301 +679	+6%	+$2.37K	0.01%	532
2017 Q2	$39K	Buy	+10,622	New	+$37.7K	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%	+$9.65K	0.01%	533
2015 Q4	$50K	Buy	+10,946	New	+$49.6K	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%	1813
2014 Q3	$94K	Buy	18,575 +15,512	+506%	+$78K	0.02%	583
2014 Q2	$15.7K	Buy	+3,063	New	+$15.9K	﹤0.01%	1575