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Financial Synergies Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-450
Closed -$1.17K – 286
2024
Q1 		$1.17K Sell
450
-83
-16% -$190 ﹤0.01% 389
2023
Q4 		$1.17K Buy
533
+83
+18% +$178 ﹤0.01% 309
2023
Q3 		$959 Hold
450
– – ﹤0.01% 379
2023
Q2 		$990 Sell
450
-83
-16% -$190 ﹤0.01% 376
2023
Q1 		$1.24K Hold
533
– – ﹤0.01% 357
2022
Q4 		$1.17K Buy
+533
New +$1.1K ﹤0.01% 309

Other funds holding LYG

MIP
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return