Holistic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $49.4K | Hold |
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|
2025
Q2 | $46.2K | Hold |
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|
2025
Q1 | $41.5K | Hold |
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|
2024
Q4 | $29.6K | Hold |
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|
2024
Q3 | $33.9K | Sell |
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|
2024
Q2 | $82K | Sell |
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|
2024
Q1 | $83K | Hold |
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|
2023
Q4 | $76.6K | Hold |
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|
2023
Q3 | $68.3K | Hold |
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|
2023
Q2 | $70.5K | Sell |
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|
2023
Q1 | $96.2K | Sell |
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|
2022
Q4 | $91.8K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $68K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $55K | Buy |
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