Jones Financial Companies’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
$398K Sell
2025
Q1
$638K Sell
2024
Q4
$456K Buy
2024
Q3
$450K Buy
2024
Q2
$239K Buy
2024
Q1
Sell
2023
Q4
$1.11K Sell
2023
Q3
$2.57K Buy
2013
Q4
Sell
2013
Q3
$15K Hold
2013
Q2
$12K Buy