Baron Wealth Management’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 Q1	–	Sell	-12,323	Closed	-$33.5K	–	228
2024 Q4	$33.5K	Sell	12,323 -4,528	-27%	-$12.3K	0.02%	193
2024 Q3	$52.6K	Buy	16,851 +3,969	+31%	+$12.4K	0.03%	203
2024 Q2	$35.2K	Buy	+12,882	New	+$35.2K	0.02%	182