Integrated Wealth Concepts’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
134,097
+42,282
| +46% | +$180K | 0.01% | 1199 |
|
|
2025
Q1 | $351K | Sell |
91,815
-3,433
| -4% | -$13.1K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $259K | Sell |
95,248
-2,737
| -3% | -$7.45K | ﹤0.01% | 1452 |
|
|
2024
Q3 | $306K | Buy |
97,985
+7,186
| +8% | +$22.4K | ﹤0.01% | 1333 |
|
|
2024
Q2 | $248K | Sell |
90,799
-16,230
| -15% | -$44.3K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $277K | Sell |
107,029
-488
| -0.5% | -$1.26K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $257K | Sell |
107,517
-751,913
| -87% | -$1.8M | ﹤0.01% | 1338 |
|
|
2023
Q3 | $1.83M | Buy |
859,430
+38,122
| +5% | +$81.2K | 0.03% | 482 |
|
|
2023
Q2 | $1.81M | Sell |
821,308
-9,628
| -1% | -$21.2K | 0.03% | 499 |
|
|
2023
Q1 | $1.93M | Buy |
+830,936
| New | +$1.93M | 0.04% | 428 |
|