First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$841K Sell
2024
Q2
$764K Buy
2024
Q1
$665K Sell
2023
Q4
$740K Buy
2023
Q3
$634K Sell
2023
Q2
$853K Sell
2023
Q1
$902K Buy
2022
Q4
$782K Sell
2022
Q3
$663K Buy
2022
Q2
$715K Sell
2022
Q1
$942K Buy
2021
Q4
$790K Buy
2021
Q3
$698K Buy
2021
Q2
$461K Buy
2021
Q1
$305K Buy
2020
Q4
$255K Buy