JFS Wealth Advisors’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 | $17.9K | Sell |
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|
2025
Q1 | $16.6K | Buy |
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|
2024
Q4 | $11.7K | Sell |
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|
2024
Q3 | $15K | Buy |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $10.9K | Buy |
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|
2023
Q4 | $7.19K | Buy |
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|
2023
Q3 | $6.1K | Sell |
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|
2023
Q2 | $7.08K | Sell |
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|
2023
Q1 | $7.64K | Buy |
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|
2022
Q4 | $6.3K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $9K | Buy |
|