Beverly Hills Private Wealth’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 | $253K | Sell |
59,450
-4,622
| -7% | -$19.6K | 0.05% | 298 |
|
|
2025
Q1 | $245K | Sell |
64,072
-1,087
| -2% | -$4.15K | 0.05% | 301 |
|
|
2024
Q4 | $177K | Buy |
+65,159
| New | +$177K | 0.04% | 322 |
|
|
2024
Q2 | – | Sell |
-13,114
| Closed | -$34K | – | 355 |
|
|
2024
Q1 | $34K | Buy |
+13,114
| New | +$34K | 0.01% | 352 |
|
|
2023
Q4 | – | Sell |
-12,580
| Closed | -$26.8K | – | 343 |
|
|
2023
Q3 | $26.8K | Sell |
12,580
-4,458
| -26% | -$9.5K | 0.01% | 292 |
|
|
2023
Q2 | $36.6K | Buy |
+17,038
| New | +$36.6K | 0.01% | 315 |
|