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 |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $120K | Buy |
|
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|
2024
Q2 | $55.7K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $27K | Hold |
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|
2020
Q4 | $22K | Buy |
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