Bell Investment Advisors’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
2026 Q1	$11.3K	Sell	2,248 -215	-9%	-$1.18K	﹤0.01%	631
2025 Q4	$13.1K	Buy	2,463 +969	+65%	+$4.69K	﹤0.01%	594
2025 Q3	$6.78K	Hold	1,494	–	–	﹤0.01%	787
2025 Q2	$6.35K	Hold	1,494	–	–	﹤0.01%	874
2025 Q1	$5.71K	Hold	1,494	–	–	﹤0.01%	853
2024 Q4	$4.06K	Hold	1,494	–	–	﹤0.01%	1020
2024 Q3	$4.66K	Hold	1,494	–	–	﹤0.01%	962
2024 Q2	$4.08K	Hold	1,494	–	–	﹤0.01%	1028
2024 Q1	$3.87K	Hold	1,494	–	–	﹤0.01%	1050
2023 Q4	$3.57K	Buy	1,494 +1,245	+500%	+$2.67K	﹤0.01%	1061
2023 Q3	$531	Hold	249	–	–	﹤0.01%	1766
2023 Q2	$548	Sell	249 -222	-47%	-$509	﹤0.01%	1802
2023 Q1	$1.09K	Hold	471	–	–	﹤0.01%	1529
2022 Q4	$1.04K	Sell	471 -155	-25%	-$319	﹤0.01%	1571
2022 Q3	$1K	Buy	+626	New	+$1.3K	﹤0.01%	1473
2021 Q4	$5K	Hold	1,873	–	–	﹤0.01%	774
2021 Q3	$5K	Buy	+1,873	New	+$4.59K	﹤0.01%	721