Independent Advisor Alliance’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
2026 Q1	$439K	Sell	87,354 -7,306	-8%	-$40.1K	﹤0.01%	1167
2025 Q4	$502K	Buy	94,660 +13,485	+17%	+$65.3K	0.01%	648
2025 Q3	$369K	Buy	81,175 +3,927	+5%	+$17.2K	0.01%	712
2025 Q2	$328K	Buy	77,248 +5,284	+7%	+$21K	0.01%	698
2025 Q1	$275K	Sell	71,964 -3,085	-4%	-$10.2K	0.01%	676
2024 Q4	$204K	Buy	75,049 +3,420	+5%	+$9.77K	﹤0.01%	1284
2024 Q3	$223K	Buy	71,629 +5,628	+9%	+$16.9K	0.01%	637
2024 Q2	$180K	Sell	66,001 -7,236	-10%	-$19.4K	0.01%	668
2024 Q1	$190K	Sell	73,237 -15,329	-17%	-$35.2K	0.01%	662
2023 Q4	$212K	Sell	88,566 -887	-1%	-$1.9K	0.01%	630
2023 Q3	$191K	Buy	89,453 +18,320	+26%	+$39.7K	0.01%	614
2023 Q2	$156K	Buy	71,133 +1,231	+2%	+$2.82K	0.01%	633
2023 Q1	$162K	Buy	69,902 +1,312	+2%	+$3.17K	0.01%	627
2022 Q4	$151	Buy	68,590 +1,878	+3%	+$3.86K	﹤0.01%	386
2022 Q3	$119K	Buy	66,712 +29,659	+80%	+$61.6K	0.01%	591
2022 Q2	$76K	Buy	37,053 +3,785	+11%	+$8.35K	﹤0.01%	588
2022 Q1	$80K	Buy	33,268 +11,291	+51%	+$30K	﹤0.01%	634
2021 Q4	$56K	Buy	21,977 +3,134	+17%	+$7.99K	﹤0.01%	652
2021 Q3	$46K	Sell	18,843 -648	-3%	-$1.59K	﹤0.01%	624
2021 Q2	$50K	Buy	+19,491	New	+$50K	﹤0.01%	613
2021 Q1	–	Sell	-69,299	Closed	-$136K	–	629
2020 Q4	$136K	Sell	69,299 -7,706	-10%	-$13K	0.01%	522
2020 Q3	$100K	Sell	77,005 -5,542	-7%	-$7.77K	0.01%	475
2020 Q2	$124K	Sell	82,547 -1,762	-2%	-$2.64K	0.01%	458
2020 Q1	$127K	Buy	84,309 +36,103	+75%	+$93K	0.02%	385
2019 Q4	$160K	Sell	48,206 -3,038	-6%	-$9.19K	0.01%	842
2019 Q3	$135K	Buy	51,244 +3,884	+8%	+$10.1K	0.02%	430
2019 Q2	$135K	Buy	47,360 +24,012	+103%	+$74.2K	0.02%	390
2019 Q1	$75K	Buy	+23,348	New	+$71.4K	0.01%	426