Baker Tilly Wealth Management’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	–	Sell	-40,458	Closed	-$155K	–	242
2025 Q1	$155K	Buy	40,458 +2,410	+6%	+$7.97K	0.06%	234
2024 Q4	$103K	Sell	38,048 -441	-1%	-$1.26K	0.04%	236
2024 Q3	$120K	Buy	38,489 +18,092	+89%	+$54.3K	0.05%	232
2024 Q2	$55.7K	Buy	+20,397	New	+$54.7K	0.02%	276
2022 Q4	–	Sell	-11,825	Closed	-$21K	–	554
2022 Q3	$21K	Sell	11,825 -516	-4%	-$1.07K	﹤0.01%	506
2022 Q2	$25K	Buy	12,341 +113	+0.9%	+$249	﹤0.01%	490
2022 Q1	$29K	Sell	12,228 -8,188	-40%	-$21.8K	﹤0.01%	517
2021 Q4	$52K	Buy	20,416 +2,495	+14%	+$6.36K	0.01%	524
2021 Q3	$44K	Sell	17,921 -6,825	-28%	-$16.7K	0.01%	500
2021 Q2	$63K	Buy	24,746 +13,283	+116%	+$34.1K	0.01%	490
2021 Q1	$27K	Hold	11,463	–	–	0.01%	461
2020 Q4	$22K	Buy	+11,463	New	+$19.3K	0.01%	337