Foster Victor Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
47,347
-1,245
| -3% | -$5.19K | 0.01% | 197 |
|
|
2025
Q1 | $174K | Sell |
48,592
-5,667
| -10% | -$20.3K | 0.01% | 189 |
|
|
2024
Q4 | $155K | Sell |
54,259
-22,125
| -29% | -$63.1K | 0.01% | 186 |
|
|
2024
Q3 | $234K | Buy |
76,384
+8,882
| +13% | +$27.2K | 0.02% | 179 |
|
|
2024
Q2 | $205K | Sell |
67,502
-56,866
| -46% | -$173K | 0.02% | 184 |
|
|
2024
Q1 | $312K | Hold |
124,368
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $303K | Buy |
124,368
+1,116
| +0.9% | +$2.72K | 0.03% | 132 |
|
|
2023
Q3 | $255K | Buy |
123,252
+11,932
| +11% | +$24.7K | 0.03% | 131 |
|
|
2023
Q2 | $244K | Buy |
111,320
+6,480
| +6% | +$14.2K | 0.03% | 139 |
|
|
2023
Q1 | $247K | Buy |
104,840
+359
| +0.3% | +$847 | 0.03% | 139 |
|
|
2022
Q4 | $244K | Buy |
104,481
+6,696
| +7% | +$15.7K | 0.03% | 131 |
|
|
2022
Q3 | $186K | Buy |
97,785
+18,840
| +24% | +$35.8K | 0.03% | 136 |
|
|
2022
Q2 | $156K | Sell |
78,945
-5,819
| -7% | -$11.5K | 0.02% | 131 |
|
|
2022
Q1 | $197K | Buy |
84,764
+45,650
| +117% | +$106K | 0.03% | 133 |
|
|
2021
Q4 | $113K | Buy |
+39,114
| New | +$113K | 0.02% | 142 |
|