Clearstead 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
Q1 | – | Sell |
-200
| Closed | -$544 | – | 2264 |
|
|
2024
Q4 | $544 | Sell |
200
-4,272
| -96% | -$11.6K | ﹤0.01% | 1972 |
|
|
2024
Q3 | $14K | Hold |
4,472
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q2 | $12.2K | Buy |
+4,472
| New | +$12.2K | ﹤0.01% | 1506 |
|
|
2021
Q2 | – | Sell |
-3,330
| Closed | -$8K | – | 1287 |
|
|
2021
Q1 | $8K | Buy |
+3,330
| New | +$8K | ﹤0.01% | 814 |
|