Cornerstone Planning Group’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
$5.44K Sell
1,256
-403
-24% -$1.75K ﹤0.01% 702
2025
Q1
$6.49K Buy
1,659
+976
+143% +$3.82K ﹤0.01% 664
2024
Q4
$2.08K Sell
683
-258
-27% -$787 ﹤0.01% 787
2024
Q3
$2.64K Buy
941
+178
+23% +$500 ﹤0.01% 712
2024
Q2
$2.08K Buy
763
+454
+147% +$1.24K ﹤0.01% 756
2024
Q1
$804 Buy
309
+59
+24% +$154 ﹤0.01% 828
2023
Q4
$598 Hold
250
﹤0.01% 762
2023
Q3
$533 Buy
250
+140
+127% +$298 ﹤0.01% 883
2023
Q2
$242 Buy
+110
New +$242 ﹤0.01% 1510