CarsonAllaria Wealth Management’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
2025 Q4	–	Sell	-34,119	Closed	-$155K	–	70
2025 Q3	$155K	Sell	34,119 -690	-2%	-$3.02K	0.08%	69
2025 Q2	$148K	Sell	34,809 -454	-1%	-$1.8K	0.08%	83
2025 Q1	$135K	Sell	35,263 -131	-0.4%	-$433	0.08%	87
2024 Q4	$96.3K	Sell	35,394 -6,416	-15%	-$18.3K	0.06%	104
2024 Q3	$130K	Sell	41,810 -4,426	-10%	-$13.3K	0.07%	87
2024 Q2	$126K	Sell	46,236 -8,776	-16%	-$23.5K	0.08%	81
2024 Q1	$142K	Sell	55,012 -8,239	-13%	-$18.9K	0.09%	80
2023 Q4	$151K	Buy	63,251 +2,608	+4%	+$5.59K	0.11%	74
2023 Q3	$129K	Sell	60,643 -8,732	-13%	-$18.9K	0.1%	78
2023 Q2	$153K	Buy	69,375 +1,251	+2%	+$2.87K	0.12%	78
2023 Q1	$158K	Sell	68,124 -640	-0.9%	-$1.55K	0.13%	74
2022 Q4	$151K	Hold	68,764	–	–	0.13%	73
2022 Q3	$123K	Buy	68,764 +971	+1%	+$2.02K	0.11%	82
2022 Q2	$138K	Buy	67,793 +1,557	+2%	+$3.44K	0.13%	81
2022 Q1	$160K	Hold	66,236	–	–	0.14%	74
2021 Q4	$169K	Buy	+66,236	New	+$169K	0.15%	74