Cypress Wealth Services’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 | $412K | Buy |
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|
2025
Q2 | $386K | Buy |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $178K | Buy |
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|
2022
Q1 | $145K | Buy |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $95K | Buy |
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|
2021
Q1 | $71K | Sell |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $135K | Buy |
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|
2019
Q3 | $106K | Buy |
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|
2019
Q2 | $111K | Buy |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $67K | Buy |
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