Bruce G. Allen Investments’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 | $109K | Sell |
25,745
-118
| -0.5% | -$501 | 0.08% | 143 |
|
|
2025
Q1 | $98.8K | Sell |
25,863
-17,338
| -40% | -$66.2K | 0.08% | 143 |
|
|
2024
Q4 | $118K | Sell |
43,201
-768
| -2% | -$2.09K | 0.1% | 130 |
|
|
2024
Q3 | $137K | Sell |
43,969
-17,422
| -28% | -$54.4K | 0.11% | 121 |
|
|
2024
Q2 | $168K | Sell |
61,391
-21
| -0% | -$57 | 0.14% | 87 |
|
|
2024
Q1 | $159K | Buy |
61,412
+3,986
| +7% | +$10.3K | 0.13% | 93 |
|
|
2023
Q4 | $137K | Buy |
+57,426
| New | +$137K | 0.13% | 106 |
|