Kestra Private Wealth Services’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
$66.6K Sell
2025
Q1
$64K Sell
2024
Q4
$51.3K Buy
2024
Q3
$49.7K Sell
2024
Q2
$55.2K Sell
2024
Q1
$53.4K Sell
2023
Q4
$50.2K Buy
2023
Q3
$34.5K Sell
2023
Q2
$37.3K Buy
2023
Q1
$38.2K Buy
2022
Q4
Sell
2022
Q3
$38K Buy
2022
Q2
$22K Sell
2022
Q1
$27K Buy
2021
Q4
$27K Buy