Defined Wealth Management’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	–	Sell	-17,343	Closed	-$66.3K	–	110
2025 Q1	$66.3K	Buy	17,343 +4,529	+35%	+$17.3K	0.04%	108
2024 Q4	$34.9K	Sell	12,814 -103	-0.8%	-$280	0.02%	106
2024 Q3	$40.3K	Buy	+12,917	New	+$40.3K	0.03%	109