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Bartlett & Co Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-911
Closed -$4.83K – 1336
2025
Q4 		$4.83K Hold
911
– – ﹤0.01% 1021
2025
Q3 		$4.14K Hold
911
– – ﹤0.01% 1031
2025
Q2 		$3.87K Hold
911
– – ﹤0.01% 1030
2025
Q1 		$3.48K Buy
+911
New +$3.01K ﹤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 +$443 ﹤0.01% 1145
2019
Q2 		– Sell
-234
Closed -$751 – 792
2019
Q1 		$751 Buy
+234
New +$716 ﹤0.01% 694

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