Concord Wealth Partners’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 | $32.7K | Buy |
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|
2025
Q2 | $13.6K | Buy |
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|
2025
Q1 | $11.7K | Sell |
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|
2024
Q4 | $11K | Hold |
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|
2024
Q3 | $12.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $24.4K | Buy |
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|
2023
Q4 | $8.68K | Sell |
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|
2023
Q3 | $25.7K | Sell |
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|
2023
Q2 | $27.5K | Buy |
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|
2023
Q1 | $26.5K | Sell |
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|
2022
Q4 | $29.5K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $20K | Buy |
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