Intergy Private Wealth’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	$60.4K	Sell	14,214 -471	-3%	-$2K	0.02%	101
2025 Q1	$56.1K	Buy	14,685 +1,325	+10%	+$5.06K	0.02%	93
2024 Q4	$36.3K	Buy	13,360 +301	+2%	+$819	0.01%	92
2024 Q3	$40.7K	Buy	13,059 +2,443	+23%	+$7.62K	0.02%	88
2024 Q2	$29K	Buy	+10,616	New	+$29K	0.01%	80