Legacy Capital Wealth Partners’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
Sell
-24,462
Closed -$93.4K 383
2025
Q1
$93.4K Buy
24,462
+1,685
+7% +$6.44K 0.02% 348
2024
Q4
$62K Buy
22,777
+786
+4% +$2.14K 0.02% 336
2024
Q3
$68.6K Buy
+21,991
New +$68.6K 0.01% 354