EP Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

EP Wealth Advisors’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$178K	Buy
2020 Q1	–	Sell
2019 Q4	$75K	Sell
2019 Q3	$79K	Buy
2019 Q2	$62K	Buy
2019 Q1	$49K	Buy
2018 Q4	$31K	Sell
2018 Q3	$37K	Buy