Financial Advocates Investment Management’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
Sell
-75,664
Closed -$289K 692
2025
Q1
$289K Buy
75,664
+6,393
+9% +$24.4K 0.02% 567
2024
Q4
$188K Buy
69,271
+10,723
+18% +$29.2K 0.01% 698
2024
Q3
$183K Buy
58,548
+37,392
+177% +$117K 0.01% 714
2024
Q2
$57.8K Buy
+21,156
New +$57.8K ﹤0.01% 707