Kestra Private Wealth Services’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 | $66.6K | Sell |
15,660
-1,093
| -7% | -$4.65K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $64K | Sell |
16,753
-2,089
| -11% | -$7.98K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $51.3K | Buy |
18,842
+2,924
| +18% | +$7.95K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $49.7K | Sell |
15,918
-4,313
| -21% | -$13.5K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $55.2K | Sell |
20,231
-397
| -2% | -$1.08K | ﹤0.01% | 1308 |
|
|
2024
Q1 | $53.4K | Sell |
20,628
-378
| -2% | -$979 | ﹤0.01% | 1262 |
|
|
2023
Q4 | $50.2K | Buy |
21,006
+4,813
| +30% | +$11.5K | ﹤0.01% | 1170 |
|
|
2023
Q3 | $34.5K | Sell |
16,193
-756
| -4% | -$1.61K | ﹤0.01% | 1140 |
|
|
2023
Q2 | $37.3K | Buy |
16,949
+498
| +3% | +$1.1K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $38.2K | Buy |
+16,451
| New | +$38.2K | ﹤0.01% | 1022 |
|
|
2022
Q4 | – | Sell |
-21,160
| Closed | -$38K | – | 952 |
|
|
2022
Q3 | $38K | Buy |
21,160
+10,518
| +99% | +$18.9K | ﹤0.01% | 870 |
|
|
2022
Q2 | $22K | Sell |
10,642
-738
| -6% | -$1.53K | ﹤0.01% | 894 |
|
|
2022
Q1 | $27K | Buy |
11,380
+757
| +7% | +$1.8K | ﹤0.01% | 962 |
|
|
2021
Q4 | $27K | Buy |
+10,623
| New | +$27K | ﹤0.01% | 981 |
|