Foster Victor Wealth Advisors’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	$398K	Buy	71,135 +1,022	+1%	+$5.61K	0.02%	185
2025 Q4	$385K	Buy	70,113 +15,072	+27%	+$73K	0.02%	183
2025 Q3	$253K	Buy	55,041 +7,694	+16%	+$33.6K	0.02%	193
2025 Q2	$197K	Sell	47,347 -1,245	-3%	-$4.95K	0.01%	197
2025 Q1	$174K	Sell	48,592 -5,667	-10%	-$18.7K	0.01%	189
2024 Q4	$155K	Sell	54,259 -22,125	-29%	-$63.2K	0.01%	186
2024 Q3	$234K	Buy	76,384 +8,882	+13%	+$26.6K	0.02%	179
2024 Q2	$205K	Sell	67,502 -56,866	-46%	-$153K	0.02%	184
2024 Q1	$312K	Hold	124,368	–	–	0.03%	136
2023 Q4	$303K	Buy	124,368 +1,116	+0.9%	+$2.39K	0.03%	132
2023 Q3	$255K	Buy	123,252 +11,932	+11%	+$25.9K	0.03%	131
2023 Q2	$244K	Buy	111,320 +6,480	+6%	+$14.9K	0.03%	139
2023 Q1	$247K	Buy	104,840 +359	+0.3%	+$869	0.03%	139
2022 Q4	$244K	Buy	104,481 +6,696	+7%	+$13.8K	0.03%	131
2022 Q3	$186K	Buy	97,785 +18,840	+24%	+$39.1K	0.03%	136
2022 Q2	$156K	Sell	78,945 -5,819	-7%	-$12.8K	0.02%	131
2022 Q1	$197K	Buy	84,764 +45,650	+117%	+$121K	0.03%	133
2021 Q4	$113K	Buy	+39,114	New	+$99.7K	0.02%	142