Cherrydale Wealth Management’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 | $45.5K | Sell |
10,694
-1,410
| -12% | -$5.99K | 0.02% | 74 |
|
|
2025
Q1 | $46.2K | Hold |
12,104
| – | – | 0.02% | 73 |
|
|
2024
Q4 | $32.9K | Hold |
12,104
| – | – | 0.01% | 73 |
|
|
2024
Q3 | $37.8K | Hold |
12,104
| – | – | 0.02% | 69 |
|
|
2024
Q2 | $33K | Hold |
12,104
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $31.3K | Sell |
12,104
-129
| -1% | -$334 | 0.01% | 62 |
|
|
2023
Q4 | $29.2K | Buy |
+12,233
| New | +$29.2K | 0.02% | 50 |
|