HHGA
Halbert Hargrove Global Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Buy |
9,952
+9,861
| +10,836% | +$41.9K | ﹤0.01% | 141 |
|
|
2025
Q1 | $348 | Buy |
+91
| New | +$348 | ﹤0.01% | 527 |
|
|
2023
Q2 | – | Sell |
-11,208
| Closed | -$26K | – | 129 |
|
|
2023
Q1 | $26K | Buy |
11,208
+863
| +8% | +$2K | ﹤0.01% | 160 |
|
|
2022
Q4 | $22.8K | Buy |
+10,345
| New | +$22.8K | ﹤0.01% | 156 |
|
|
2022
Q2 | – | Sell |
-14,241
| Closed | -$34K | – | 157 |
|
|
2022
Q1 | $34K | Buy |
+14,241
| New | +$34K | ﹤0.01% | 156 |
|
|
2021
Q4 | – | Sell |
-20,762
| Closed | -$51K | – | 161 |
|
|
2021
Q3 | $51K | Buy |
+20,762
| New | +$51K | ﹤0.01% | 147 |
|