Bartlett & Co 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
Q2 | $3.87K | Hold |
911
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $3.48K | Buy |
+911
| New | +$3.48K | ﹤0.01% | 1024 |
|
|
2021
Q3 | – | Sell |
-263
| Closed | -$671 | – | 1014 |
|
|
2021
Q2 | $671 | Hold |
263
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q1 | $610 | Hold |
263
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q4 | $515 | Buy |
+263
| New | +$515 | ﹤0.01% | 1145 |
|
|
2019
Q2 | – | Sell |
-234
| Closed | -$751 | – | 792 |
|
|
2019
Q1 | $751 | Buy |
+234
| New | +$751 | ﹤0.01% | 694 |
|