Jones Financial Companies’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
94,206
-72,014
| -43% | -$305K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $638K | Sell |
166,220
-1,596
| -1% | -$6.13K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $456K | Buy |
167,816
+24,478
| +17% | +$66.6K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $450K | Buy |
143,338
+55,679
| +64% | +$175K | ﹤0.01% | 856 |
|
|
2024
Q2 | $239K | Buy |
+87,659
| New | +$239K | ﹤0.01% | 774 |
|
|
2024
Q1 | – | Sell |
-463
| Closed | -$1.11K | – | 1416 |
|
|
2023
Q4 | $1.11K | Sell |
463
-743
| -62% | -$1.78K | ﹤0.01% | 957 |
|
|
2023
Q3 | $2.57K | Buy |
+1,206
| New | +$2.57K | ﹤0.01% | 555 |
|
|
2013
Q4 | – | Sell |
-3,110
| Closed | -$15K | – | 413 |
|
|
2013
Q3 | $15K | Hold |
3,110
| – | – | ﹤0.01% | 462 |
|
|
2013
Q2 | $12K | Buy |
+3,110
| New | +$12K | ﹤0.01% | 561 |
|