Heritage Wealth Management (Arizona)’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$128K	Buy	58,054 +32,668	+129%	+$71.9K	0.02%	383
2022 Q3	$45K	Sell	25,386 -327	-1%	-$580	0.01%	414
2022 Q2	$52.5K	Sell	25,713 -210	-0.8%	-$428	0.02%	413
2022 Q1	$62K	Buy	+25,923	New	+$62K	0.02%	437