Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-450
| Closed | -$1.17K | – | 286 |
|
|
2024
Q1 | $1.17K | Sell |
450
-83
| -16% | -$215 | ﹤0.01% | 389 |
|
|
2023
Q4 | $1.17K | Buy |
533
+83
| +18% | +$183 | ﹤0.01% | 309 |
|
|
2023
Q3 | $959 | Hold |
450
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $990 | Sell |
450
-83
| -16% | -$183 | ﹤0.01% | 375 |
|
|
2023
Q1 | $1.24K | Hold |
533
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $1.17K | Buy |
+533
| New | +$1.17K | ﹤0.01% | 309 |
|