Fiduciary Financial Group’s Lloyds Banking Group LYG Stock Holding History

Fiduciary Financial Group’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
2026 Q2	$105K	Buy	18,028 +1,891	+12%	+$10.3K	0.01%	371
2026 Q1	$81.2K	Buy	16,137 +1,027	+7%	+$5.63K	0.01%	344
2025 Q4	$80.1K	Hold	15,110	–	–	0.01%	329
2025 Q3	$68.6K	Buy	15,110 +2,380	+19%	+$10.4K	0.01%	322
2025 Q2	$53.8K	Sell	12,730 -67	-0.5%	-$266	0.01%	298
2025 Q1	$45.8K	Hold	12,797	–	–	0.01%	282
2024 Q4	$33K	Hold	12,797	–	–	0.01%	276
2024 Q3	$38.9K	Hold	12,797	–	–	0.01%	258
2024 Q2	$38.9K	Buy	+12,797	New	+$34.3K	0.01%	255

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Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return