EP Wealth Advisors’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 | $178K | Buy |
+41,900
| New | +$178K | ﹤0.01% | 1284 |
|
|
2020
Q1 | – | Sell |
-22,783
| Closed | -$75K | – | 408 |
|
|
2019
Q4 | $75K | Sell |
22,783
-7,027
| -24% | -$23.1K | ﹤0.01% | 412 |
|
|
2019
Q3 | $79K | Buy |
29,810
+7,916
| +36% | +$21K | ﹤0.01% | 356 |
|
|
2019
Q2 | $62K | Buy |
21,894
+6,653
| +44% | +$18.8K | ﹤0.01% | 306 |
|
|
2019
Q1 | $49K | Buy |
15,241
+3,095
| +25% | +$9.95K | ﹤0.01% | 243 |
|
|
2018
Q4 | $31K | Sell |
12,146
-164
| -1% | -$419 | ﹤0.01% | 257 |
|
|
2018
Q3 | $37K | Buy |
+12,310
| New | +$37K | ﹤0.01% | 277 |
|