Bogart Wealth LLC’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 | $604 | Hold |
142
| – | – | ﹤0.01% | 1292 |
|
|
2025
Q1 | $542 | Sell |
142
-5,553
| -98% | -$21.2K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $15.5K | Buy |
5,695
+4,695
| +470% | +$12.8K | ﹤0.01% | 633 |
|
|
2024
Q3 | $3.12K | Buy |
+1,000
| New | +$3.12K | ﹤0.01% | 910 |
|
|
2020
Q3 | – | Sell |
-782
| Closed | -$1K | – | 469 |
|
|
2020
Q2 | $1K | Hold |
782
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $1K | Sell |
782
-16,000
| -95% | -$20.5K | ﹤0.01% | 401 |
|
|
2019
Q4 | $56K | Hold |
16,782
| – | – | 0.02% | 171 |
|
|
2019
Q3 | $44K | Buy |
+16,782
| New | +$44K | 0.02% | 162 |
|