Cornerstone Planning Group’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
2026 Q1	$26.7K	Buy	5,137 +2,915	+131%	+$16K	﹤0.01%	581
2025 Q4	$12.9K	Buy	2,222 +271	+14%	+$1.31K	﹤0.01%	720
2025 Q3	$9.13K	Buy	1,951 +695	+55%	+$3.04K	﹤0.01%	801
2025 Q2	$5.44K	Sell	1,256 -403	-24%	-$1.6K	﹤0.01%	702
2025 Q1	$6.49K	Buy	1,659 +976	+143%	+$3.23K	﹤0.01%	664
2024 Q4	$2.08K	Sell	683 -258	-27%	-$737	﹤0.01%	787
2024 Q3	$2.64K	Buy	941 +178	+23%	+$534	﹤0.01%	712
2024 Q2	$2.08K	Buy	763 +454	+147%	+$1.22K	﹤0.01%	756
2024 Q1	$804	Buy	309 +59	+24%	+$135	﹤0.01%	828
2023 Q4	$598	Hold	250	–	–	﹤0.01%	762
2023 Q3	$533	Buy	250 +140	+127%	+$304	﹤0.01%	883
2023 Q2	$242	Buy	+110	New	+$252	﹤0.01%	1510