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 Q3	–	Sell	-15,660	Closed	-$66.6K	–	1723
2025 Q2	$66.6K	Sell	15,660 -1,093	-7%	-$4.34K	﹤0.01%	1569
2025 Q1	$64K	Sell	16,753 -2,089	-11%	-$6.91K	﹤0.01%	1468
2024 Q4	$51.3K	Buy	18,842 +2,924	+18%	+$8.35K	﹤0.01%	1389
2024 Q3	$49.7K	Sell	15,918 -4,313	-21%	-$12.9K	﹤0.01%	1335
2024 Q2	$55.2K	Sell	20,231 -397	-2%	-$1.06K	﹤0.01%	1312
2024 Q1	$53.4K	Sell	20,628 -378	-2%	-$867	﹤0.01%	1262
2023 Q4	$50.2K	Buy	21,006 +4,813	+30%	+$10.3K	﹤0.01%	1170
2023 Q3	$34.5K	Sell	16,193 -756	-4%	-$1.64K	﹤0.01%	1140
2023 Q2	$37.3K	Buy	16,949 +498	+3%	+$1.14K	﹤0.01%	1058
2023 Q1	$38.2K	Buy	+16,451	New	+$39.8K	﹤0.01%	1022
2022 Q4	–	Sell	-21,160	Closed	-$38K	–	952
2022 Q3	$38K	Buy	21,160 +10,518	+99%	+$21.8K	﹤0.01%	870
2022 Q2	$22K	Sell	10,642 -738	-6%	-$1.63K	﹤0.01%	894
2022 Q1	$27K	Buy	11,380 +757	+7%	+$2.01K	﹤0.01%	962
2021 Q4	$27K	Buy	+10,623	New	+$27.1K	﹤0.01%	981