EverSource Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
71,819
+40,324
| +128% | +$171K | 0.01% | 662 |
|
|
2025
Q1 | $120K | Buy |
31,495
+10,258
| +48% | +$39.2K | 0.01% | 843 |
|
|
2024
Q4 | $57.8K | Buy |
21,237
+1,249
| +6% | +$3.4K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $62.4K | Buy |
19,988
+2,439
| +14% | +$7.61K | ﹤0.01% | 976 |
|
|
2024
Q2 | $53.2K | Buy |
17,549
+1,477
| +9% | +$4.48K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $41.1K | Buy |
16,072
+4,955
| +45% | +$12.7K | ﹤0.01% | 1061 |
|
|
2023
Q4 | $26.6K | Buy |
11,117
+8,027
| +260% | +$19.2K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $6.58K | Sell |
3,090
-2,553
| -45% | -$5.44K | ﹤0.01% | 1581 |
|
|
2023
Q2 | $12.4K | Buy |
5,643
+517
| +10% | +$1.14K | ﹤0.01% | 1351 |
|
|
2023
Q1 | $11.9K | Sell |
5,126
-1,755
| -26% | -$4.07K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $15.1K | Sell |
6,881
-7,145
| -51% | -$15.7K | ﹤0.01% | 1169 |
|
|
2022
Q3 | $26K | Buy |
14,026
+11,108
| +381% | +$20.6K | 0.01% | 818 |
|
|
2022
Q2 | $6K | Hold |
2,918
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q1 | $7K | Sell |
2,918
-1,723
| -37% | -$4.13K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $12K | Buy |
+4,641
| New | +$12K | ﹤0.01% | 893 |
|