JFS Wealth Advisors’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 | $17.9K | Sell |
4,209
-133
| -3% | -$565 | ﹤0.01% | 680 |
|
|
2025
Q1 | $16.6K | Buy |
4,342
+42
| +1% | +$160 | ﹤0.01% | 720 |
|
|
2024
Q4 | $11.7K | Sell |
4,300
-523
| -11% | -$1.42K | ﹤0.01% | 807 |
|
|
2024
Q3 | $15K | Buy |
4,823
+614
| +15% | +$1.92K | ﹤0.01% | 717 |
|
|
2024
Q2 | $11.5K | Hold |
4,209
| – | – | ﹤0.01% | 753 |
|
|
2024
Q1 | $10.9K | Buy |
4,209
+1,202
| +40% | +$3.11K | ﹤0.01% | 788 |
|
|
2023
Q4 | $7.19K | Buy |
3,007
+142
| +5% | +$339 | ﹤0.01% | 909 |
|
|
2023
Q3 | $6.1K | Sell |
2,865
-352
| -11% | -$750 | ﹤0.01% | 911 |
|
|
2023
Q2 | $7.08K | Sell |
3,217
-76
| -2% | -$167 | ﹤0.01% | 859 |
|
|
2023
Q1 | $7.64K | Buy |
3,293
+428
| +15% | +$993 | ﹤0.01% | 817 |
|
|
2022
Q4 | $6.3K | Buy |
2,865
+345
| +14% | +$759 | ﹤0.01% | 900 |
|
|
2022
Q3 | $5K | Sell |
2,520
-1,388
| -36% | -$2.75K | ﹤0.01% | 986 |
|
|
2022
Q2 | $8K | Buy |
3,908
+169
| +5% | +$346 | ﹤0.01% | 832 |
|
|
2022
Q1 | $9K | Buy |
+3,739
| New | +$9K | ﹤0.01% | 832 |
|