CIA
Concurrent Investment Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
28,322
+8,862
| +46% | +$37.7K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $74.3K | Buy |
19,460
+807
| +4% | +$3.08K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $50.7K | Buy |
18,653
+789
| +4% | +$2.15K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $55.7K | Buy |
17,864
+35
| +0.2% | +$109 | ﹤0.01% | 992 |
|
|
2024
Q2 | $48.7K | Buy |
17,829
+2,228
| +14% | +$6.08K | ﹤0.01% | 923 |
|
|
2024
Q1 | $40.4K | Sell |
15,601
-325
| -2% | -$842 | ﹤0.01% | 858 |
|
|
2023
Q4 | $38.1K | Buy |
+15,926
| New | +$38.1K | ﹤0.01% | 822 |
|