Fort Point Capital Partners’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	–	Sell	-50,000	Closed	-$136K	–	319
2024 Q4	$136K	Sell	50,000 -1,201	-2%	-$3.43K	0.02%	300
2024 Q3	$160K	Buy	51,201 +1,201	+2%	+$3.6K	0.02%	287
2024 Q2	$137K	Sell	50,000 -2,368	-5%	-$6.35K	0.02%	309
2024 Q1	$136K	Hold	52,368	–	–	0.02%	314
2023 Q4	$125K	Buy	52,368 +1,765	+3%	+$3.78K	0.02%	295
2023 Q3	$108K	Buy	50,603 +603	+1%	+$1.31K	0.02%	277
2023 Q2	$110K	Hold	50,000	–	–	0.02%	282
2023 Q1	$116K	Hold	50,000	–	–	0.02%	266
2022 Q4	$110K	Hold	50,000	–	–	0.02%	261
2022 Q3	$90K	Hold	50,000	–	–	0.02%	263
2022 Q2	$102K	Buy	50,000 +25,000	+100%	+$55.2K	0.02%	272
2022 Q1	$60K	Sell	25,000 -15,000	-38%	-$39.9K	0.01%	285
2021 Q4	$102K	Buy	+40,000	New	+$102K	0.01%	284