HighMark Wealth Management’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 Q4	–	Hold	0	–	-$3.03K	–	601
2024 Q3	–	Sell	-1,064	Closed	-$3.19K	–	445
2024 Q2	$2.9K	Buy	1,064 +17	+2%	+$46	﹤0.01%	438
2024 Q1	$2.71K	Hold	1,047	–	–	﹤0.01%	441
2023 Q4	$2.5K	Hold	1,047	–	–	﹤0.01%	449
2023 Q3	$2.23K	Buy	1,047 +11	+1%	+$24	﹤0.01%	444
2023 Q2	$2.28K	Sell	1,036 -474	-31%	-$1.09K	﹤0.01%	446
2023 Q1	$3.5K	Hold	1,510	–	–	﹤0.01%	449
2022 Q4	$3.32K	Hold	1,510	–	–	﹤0.01%	391
2022 Q3	$3K	Buy	1,510 +14	+0.9%	+$29	﹤0.01%	393
2022 Q2	$3K	Sell	1,496 -159	-10%	-$351	﹤0.01%	399
2022 Q1	$4K	Buy	1,655 +663	+67%	+$1.76K	﹤0.01%	383
2021 Q4	$3K	Buy	+992	New	+$2.53K	﹤0.01%	405