Beverly Hills Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Beverly Hills Private Wealth’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
2025 Q3	$268K	Sell
2025 Q2	$253K	Sell
2025 Q1	$245K	Sell
2024 Q4	$177K	Buy
2024 Q2	–	Sell
2024 Q1	$34K	Buy
2023 Q4	–	Sell
2023 Q3	$26.8K	Sell
2023 Q2	$36.6K	Buy