GeoWealth Management’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 | $88.9K | Buy |
20,914
+14
| +0.1% | +$60 | ﹤0.01% | 838 |
|
|
2025
Q1 | $79.8K | Buy |
20,900
+45
| +0.2% | +$172 | ﹤0.01% | 830 |
|
|
2024
Q4 | $56.7K | Buy |
20,855
+2,642
| +15% | +$7.19K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $56.8K | Sell |
18,213
-5,842
| -24% | -$18.2K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $65.7K | Buy |
24,055
+3,988
| +20% | +$10.9K | ﹤0.01% | 802 |
|
|
2024
Q1 | $52K | Buy |
20,067
+11,834
| +144% | +$30.7K | ﹤0.01% | 805 |
|
|
2023
Q4 | $20K | Buy |
8,233
+107
| +1% | +$260 | ﹤0.01% | 652 |
|
|
2023
Q3 | $17K | Buy |
+8,126
| New | +$17K | ﹤0.01% | 440 |
|