Integrated Wealth Concepts’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
Q2
$570K Buy
2025
Q1
$351K Sell
2024
Q4
$259K Sell
2024
Q3
$306K Buy
2024
Q2
$248K Sell
2024
Q1
$277K Sell
2023
Q4
$257K Sell
2023
Q3
$1.83M Buy
2023
Q2
$1.81M Sell
2023
Q1
$1.93M Buy