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Jaffetilchin Investment Partners’s Lloyds Banking Group LYG Stock Holding History

Jaffetilchin Investment Partners’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,938
Closed -$6.05K – 885
2024
Q3 		$6.05K Buy
+1,938
New +$5.82K ﹤0.01% 1000

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ClearBridge Investments
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LC
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Dimensional Fund Advisors
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Northern Trust
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CIBC Private Wealth Group
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Jaffetilchin Investment Partners's LYG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 1,938 shares — an estimated $6.05K sold.

Jaffetilchin Investment Partners first reported a position in LYG in Q3 2024 and held it in 1 quarter. The position peaked at $6.05K in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,938 Lloyds Banking Group shares in Q4 2024, an estimated $6.05K.
  • Jaffetilchin Investment Partners first reported a position in Lloyds Banking Group in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Lloyds Banking Group position peaked at $6.05K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.