Bartlett & Co 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
Q3
$4.14K Hold
2025
Q2
$3.87K Hold
2025
Q1
$3.48K Buy
2021
Q3
Sell
2021
Q2
$671 Hold
2021
Q1
$610 Hold
2020
Q4
$515 Buy
2019
Q2
Sell
2019
Q1
$751 Buy