Carson Wealth (CWM LLC)’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
46,392
-409
| -0.9% | -$1.74K | ﹤0.01% | 2184 |
|
|
2025
Q1 | $179K | Sell |
46,801
-6,347
| -12% | -$24.3K | ﹤0.01% | 1990 |
|
|
2024
Q4 | $145K | Buy |
53,148
+12,653
| +31% | +$34.5K | ﹤0.01% | 2041 |
|
|
2024
Q3 | $126K | Sell |
40,495
-30,544
| -43% | -$95K | ﹤0.01% | 2044 |
|
|
2024
Q2 | $194K | Buy |
71,039
+19,525
| +38% | +$53.3K | ﹤0.01% | 1596 |
|
|
2024
Q1 | $133K | Buy |
51,514
+29,444
| +133% | +$76K | ﹤0.01% | 1714 |
|
|
2023
Q4 | $53K | Buy |
22,070
+12,411
| +128% | +$29.8K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $21K | Sell |
9,659
-3,383
| -26% | -$7.36K | ﹤0.01% | 2656 |
|
|
2023
Q2 | $29K | Sell |
13,042
-1,133
| -8% | -$2.52K | ﹤0.01% | 2393 |
|
|
2023
Q1 | $33K | Buy |
14,175
+345
| +2% | +$803 | ﹤0.01% | 2151 |
|
|
2022
Q4 | $30K | Sell |
13,830
-2,782
| -17% | -$6.04K | ﹤0.01% | 2080 |
|
|
2022
Q3 | $30K | Sell |
16,612
-8,163
| -33% | -$14.7K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $51K | Buy |
24,775
+6,484
| +35% | +$13.3K | ﹤0.01% | 1620 |
|
|
2022
Q1 | $44K | Buy |
18,291
+9,800
| +115% | +$23.6K | ﹤0.01% | 1659 |
|
|
2021
Q4 | $22K | Buy |
+8,491
| New | +$22K | ﹤0.01% | 1939 |
|
|
2021
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2021
Q1 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q4 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q3 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q1 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q4 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q3 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q2 | $5K | Hold |
2,048
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q1 | $5K | Buy |
2,048
+1,802
| +733% | +$4.4K | ﹤0.01% | 2350 |
|
|
2018
Q4 | $1K | Buy |
+246
| New | +$1K | ﹤0.01% | 1921 |
|
|
2016
Q3 | – | Sell |
-102
| Closed | – | – | 1031 |
|
|
2016
Q2 | $0 | Hold |
102
| – | – | ﹤0.01% | 832 |
|
|
2016
Q1 | $0 | Sell |
102
-233
| -70% | – | ﹤0.01% | 786 |
|
|
2015
Q4 | $1K | Buy |
335
+233
| +228% | +$696 | ﹤0.01% | 645 |
|
|
2015
Q3 | $0 | Buy |
+102
| New | – | ﹤0.01% | 645 |
|
|
2014
Q1 | – | Sell |
-102
| Closed | -$1K | – | 317 |
|
|
2013
Q4 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 558 |
|