Cerro Pacific Wealth Advisors’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
Sell
-13,297
Closed -$36.2K 169
2025
Q1
$36.2K Sell
13,297
-131
-1% -$356 0.01% 163
2024
Q4
$41.9K Buy
+13,428
New +$41.9K 0.01% 162