Cetera Trust Company’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
2026
Q1
$502K Hold
99,725
0.28% 68
2025
Q4
$529K Hold
99,725
0.28% 66
2025
Q3
$453K Hold
99,725
0.25% 74
2025
Q2
$424K Buy
99,725
+2,650
+3% +$10.5K 0.25% 75
2025
Q1
$371K Hold
97,075
0.24% 71
2024
Q4
$264K Buy
97,075
+7,600
+8% +$21.7K 0.17% 119
2024
Q3
$279K Hold
89,475
0.17% 115
2024
Q2
$244K Hold
89,475
0.15% 122
2024
Q1
$232K Sell
89,475
-14,345
-14% -$32.9K 0.14% 139
2023
Q4
$248K Buy
+103,820
New +$222K 0.15% 125

Other funds holding LYG