HIA
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Harbor Investment Advisory’s Lloyds Banking Group LYG Stock Holding History

Harbor Investment Advisory’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
2024
Q3 		– Sell
-327
Closed -$893 – 1249
2024
Q2 		$893 Buy
+327
New +$877 ﹤0.01% 1112
2020
Q1 		– Sell
-5
Closed – – 1118
2019
Q4 		$0 Buy
+5
New +$15 ﹤0.01% 925

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Fidelity Investments
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Dimensional Fund Advisors
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Bank of America
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CIBC Private Wealth Group
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Northern Trust
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