First Affirmative Financial Network’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$256K Sell
2024
Q4
$216K Sell
2024
Q3
$279K Sell
2024
Q2
$292K Sell
2024
Q1
$281K Buy
2023
Q4
$259K Sell
2023
Q3
$233K Buy
2023
Q2
$176K Buy
2023
Q1
$106K Buy
2022
Q4
$45K Buy
2022
Q3
$30K Buy
2022
Q2
$33K Buy