Farther Finance 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
$50K Buy
11,766
+3,646
+45% +$15.5K ﹤0.01% 2125
2025
Q1
$30.9K Buy
8,120
+669
+9% +$2.55K ﹤0.01% 2147
2024
Q4
$20.3K Buy
7,451
+140
+2% +$381 ﹤0.01% 2069
2024
Q3
$22.8K Buy
7,311
+2,349
+47% +$7.33K ﹤0.01% 2024
2024
Q2
$13.8K Buy
4,962
+2,179
+78% +$6.08K ﹤0.01% 1935
2024
Q1
$7.15K Sell
2,783
-134
-5% -$344 ﹤0.01% 1901
2023
Q4
$6.97K Buy
2,917
+2,281
+359% +$5.45K ﹤0.01% 1798
2023
Q3
$1.36K Buy
636
+168
+36% +$358 ﹤0.01% 1992
2023
Q2
$1.03K Hold
468
﹤0.01% 1970
2023
Q1
$1.09K Hold
468
﹤0.01% 1823
2022
Q4
$1.03K Buy
+468
New +$1.03K ﹤0.01% 1646