Bogart Wealth LLC’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 | $714 | Hold |
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|
2025
Q4 | $753 | Hold |
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|
2025
Q3 | $645 | Hold |
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|
2025
Q2 | $604 | Hold |
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|
2025
Q1 | $542 | Sell |
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|
2024
Q4 | $15.5K | Buy |
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|
2024
Q3 | $3.12K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $44K | Buy |
|