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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,493	Closed	-$28.6K	–	508
2024 Q2	$28.6K	Hold	10,493	–	–	﹤0.01%	482
2024 Q1	$27.2K	Sell	10,493 -1,211	-10%	-$2.78K	﹤0.01%	492
2023 Q4	$28K	Buy	+11,704	New	+$25.1K	﹤0.01%	476
2022 Q1	–	Sell	-10,369	Closed	-$26K	–	479
2021 Q4	$26K	Sell	10,369 -220,470	-96%	-$562K	﹤0.01%	471
2021 Q3	$566K	Buy	230,839 +32,459	+16%	+$79.5K	0.02%	233
2021 Q2	$506K	Buy	198,380 +20,121	+11%	+$51.7K	0.03%	308
2021 Q1	$414K	Buy	178,259 +47,128	+36%	+$97.9K	0.02%	301
2020 Q4	$257K	Buy	131,131 +43,808	+50%	+$73.8K	0.02%	327
2020 Q3	$114K	Sell	87,323 -11,619	-12%	-$16.3K	0.01%	347
2020 Q2	$148K	Buy	98,942 +87,477	+763%	+$131K	0.01%	316
2020 Q1	$17K	Hold	11,465	–	–	﹤0.01%	238
2019 Q4	$38K	Buy	+11,465	New	+$34.7K	0.01%	265