HB Wealth 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 | $214K | Sell |
50,293
-8,352
| -14% | -$35.5K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $224K | Buy |
58,645
+20,162
| +52% | +$77K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $105K | Buy |
38,483
+18,052
| +88% | +$49.1K | ﹤0.01% | 1008 |
|
|
2024
Q3 | $63.7K | Buy |
20,431
+3,651
| +22% | +$11.4K | ﹤0.01% | 927 |
|
|
2024
Q2 | $45.8K | Hold |
16,780
| – | – | ﹤0.01% | 883 |
|
|
2024
Q1 | $43.5K | Buy |
16,780
+927
| +6% | +$2.4K | ﹤0.01% | 834 |
|
|
2023
Q4 | $37.9K | Buy |
+15,853
| New | +$37.9K | ﹤0.01% | 778 |
|