GeoWealth 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
2026 Q1	$517K	Buy	102,725 +7,827	+8%	+$42.9K	0.02%	467
2025 Q4	$503K	Buy	94,898 +1,381	+1%	+$6.69K	0.02%	435
2025 Q3	$425K	Buy	93,517 +72,603	+347%	+$317K	0.02%	479
2025 Q2	$88.9K	Buy	20,914 +14	+0.1%	+$56	﹤0.01%	838
2025 Q1	$79.8K	Buy	20,900 +45	+0.2%	+$149	﹤0.01%	830
2024 Q4	$56.7K	Buy	20,855 +2,642	+15%	+$7.54K	﹤0.01%	1128
2024 Q3	$56.8K	Sell	18,213 -5,842	-24%	-$17.5K	﹤0.01%	1034
2024 Q2	$65.7K	Buy	24,055 +3,988	+20%	+$10.7K	﹤0.01%	802
2024 Q1	$52K	Buy	20,067 +11,834	+144%	+$27.2K	﹤0.01%	805
2023 Q4	$20K	Buy	8,233 +107	+1%	+$229	﹤0.01%	652
2023 Q3	$17K	Buy	+8,126	New	+$17.6K	﹤0.01%	440