DWM
Diversify Wealth Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,907
| Closed | -$127K | – | 544 |
|
|
2025
Q1 | $127K | Sell |
31,907
-5,433
| -15% | -$21.6K | 0.01% | 501 |
|
|
2024
Q4 | $96.3K | Sell |
37,340
-3,609
| -9% | -$9.31K | 0.01% | 506 |
|
|
2024
Q3 | $129K | Buy |
40,949
+13,524
| +49% | +$42.7K | 0.01% | 459 |
|
|
2024
Q2 | $74.9K | Buy |
+27,425
| New | +$74.9K | 0.01% | 424 |
|