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 |
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|
2025
Q3 | $155K | Sell |
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|
2025
Q2 | $148K | Sell |
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|
2025
Q1 | $135K | Sell |
|
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|
2024
Q4 | $96.3K | Sell |
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|
2024
Q3 | $130K | Sell |
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|
2024
Q2 | $126K | Sell |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $129K | Sell |
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|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $160K | Hold |
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|
2021
Q4 | $169K | Buy |
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