Choate Investment Advisors’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
Q3
$105K Hold
2025
Q2
$98.4K Hold
2025
Q1
$88.5K Sell
2024
Q4
$64.6K Buy
2024
Q1
Sell
2023
Q4
$26.6K Sell
2023
Q3
$45.2K Buy
2021
Q1
Sell
2020
Q4
$98K Buy