Glassman Wealth Services’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
2024 Q1	–	Sell	-13,287	Closed	-$31.8K	–	1114
2023 Q4	$31.8K	Buy	13,287 +2,538	+24%	+$5.44K	﹤0.01%	572
2023 Q3	$22.9K	Buy	10,749 +1,314	+14%	+$2.85K	﹤0.01%	632
2023 Q2	$20.8K	Buy	9,435 +643	+7%	+$1.47K	﹤0.01%	609
2023 Q1	$20.4K	Buy	8,792 +210	+2%	+$508	﹤0.01%	632
2022 Q4	$18.9K	Buy	8,582 +15	+0.2%	+$31	﹤0.01%	675
2022 Q3	$15K	Buy	8,567 +4,050	+90%	+$8.41K	﹤0.01%	692
2022 Q2	$9K	Sell	4,517 -2,383	-35%	-$5.26K	﹤0.01%	845
2022 Q1	$17K	Buy	6,900 +1,454	+27%	+$3.87K	﹤0.01%	697
2021 Q4	$14K	Buy	5,446 +1,561	+40%	+$3.98K	﹤0.01%	704
2021 Q3	$10K	Buy	3,885 +658	+20%	+$1.61K	﹤0.01%	771
2021 Q2	$8K	Buy	3,227 +644	+25%	+$1.65K	﹤0.01%	804
2021 Q1	$6K	Buy	2,583 +787	+44%	+$1.64K	﹤0.01%	825
2020 Q4	$4K	Buy	+1,796	New	+$3.03K	﹤0.01%	910
2020 Q3	–	Sell	-270	Closed	–	–	1417
2020 Q2	$0	Sell	270 -184	-41%	-$276	﹤0.01%	1403
2020 Q1	$1K	Buy	454 +261	+135%	+$673	﹤0.01%	921
2019 Q4	$1K	Buy	+193	New	+$584	﹤0.01%	967
2018 Q2	–	Sell	-1,051	Closed	-$4K	–	883
2018 Q1	$4K	Hold	1,051	–	–	﹤0.01%	453
2017 Q4	$4K	Buy	+1,051	New	+$3.79K	﹤0.01%	428