GAMMA Investing’s Lloyds Banking Group LYG Stock Holding History

GAMMA Investing’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556K	Buy	95,365 +10,425	+12%	+$56.5K	0.02%	603
2026 Q1	$427K	Buy	84,940 +5,949	+8%	+$32.6K	0.02%	653
2025 Q4	$419K	Buy	78,991 +2,852	+4%	+$13.8K	0.02%	605
2025 Q3	$346K	Buy	76,139 +4,735	+7%	+$20.7K	0.02%	644
2025 Q2	$303K	Buy	71,404 +13,861	+24%	+$55.1K	0.02%	670
2025 Q1	$220K	Buy	57,543 +11,225	+24%	+$37.1K	0.02%	716
2024 Q4	$126K	Sell	46,318 -6,470	-12%	-$18.5K	0.01%	947
2024 Q3	$165K	Buy	52,788 +16,982	+47%	+$51K	0.02%	710
2024 Q2	$97.8K	Buy	35,806 +10,830	+43%	+$29K	0.01%	793
2024 Q1	$64.7K	Buy	24,976 +4,455	+22%	+$10.2K	0.01%	865
2023 Q4	$43.3K	Buy	+20,521	New	+$44K	0.01%	980

Other funds holding LYG

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return