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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $825K | Hold |
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|
2025
Q2 | $773K | Hold |
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|
2025
Q1 | $694K | Hold |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $172K | Hold |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $305K | Buy |
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