Forum Financial Management’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
2026 Q1	–	Sell	-181,796	Closed	-$964K	–	709
2025 Q4	$964K	Hold	181,796	–	–	0.01%	257
2025 Q3	$825K	Hold	181,796	–	–	0.01%	280
2025 Q2	$773K	Hold	181,796	–	–	0.01%	270
2025 Q1	$694K	Hold	181,796	–	–	0.01%	274
2024 Q4	$494K	Buy	181,796 +47,752	+36%	+$136K	0.01%	382
2024 Q3	$418K	Hold	134,044	–	–	0.01%	386
2024 Q2	$366K	Buy	134,044 +67,750	+102%	+$182K	0.01%	411
2024 Q1	$172K	Hold	66,294	–	–	﹤0.01%	714
2023 Q4	$158K	Sell	66,294 -32,619	-33%	-$69.9K	﹤0.01%	664
2023 Q3	$211K	Hold	98,913	–	–	﹤0.01%	572
2023 Q2	$218K	Sell	98,913 -282	-0.3%	-$647	﹤0.01%	580
2023 Q1	$230K	Sell	99,195 -20,374	-17%	-$49.3K	0.01%	499
2022 Q4	$263K	Hold	119,569	–	–	0.01%	430
2022 Q3	$214K	Hold	119,569	–	–	0.01%	477
2022 Q2	$244K	Hold	119,569	–	–	0.01%	439
2022 Q1	$288K	Hold	119,569	–	–	0.01%	411
2021 Q4	$305K	Buy	+119,569	New	+$305K	0.02%	414