Edge 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	$849K	Hold	200,000	–	–	0.16%	38
2025 Q1	$764K	Hold	200,000	–	–	0.15%	37
2024 Q4	$544K	Hold	200,000	–	–	0.11%	43
2024 Q3	$624K	Hold	200,000	–	–	0.13%	42
2024 Q2	$546K	Hold	200,000	–	–	0.12%	44
2024 Q1	$518K	Hold	200,000	–	–	0.11%	47
2023 Q4	$478K	Hold	200,000	–	–	0.1%	49
2023 Q3	$426K	Hold	200,000	–	–	0.1%	52
2023 Q2	$440K	Hold	200,000	–	–	0.1%	54
2023 Q1	$465K	Hold	200,000	–	–	0.11%	51
2022 Q4	$440K	Hold	200,000	–	–	0.1%	55
2022 Q3	$363K	Hold	200,000	–	–	0.08%	59
2022 Q2	$408K	Hold	200,000	–	–	0.09%	55
2022 Q1	$482K	Hold	200,000	–	–	0.1%	60
2021 Q4	$510K	Hold	200,000	–	–	0.09%	64
2021 Q3	$490K	Sell	200,000 -30,000	-13%	-$73.5K	0.1%	67
2021 Q2	$583K	Hold	230,000	–	–	0.12%	64
2021 Q1	$534K	Buy	230,000 +30,000	+15%	+$69.7K	0.11%	65
2020 Q4	$391K	Hold	200,000	–	–	0.09%	74
2020 Q3	$260K	Hold	200,000	–	–	0.06%	95
2020 Q2	$300K	Hold	200,000	–	–	0.06%	118
2020 Q1	$302K	Buy	+200,000	New	+$302K	0.07%	113