LFA
Legacy Financial Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,235
| Closed | -$115K | – | 382 |
|
|
2025
Q1 | $115K | Sell |
30,235
-9,607
| -24% | -$36.7K | 0.02% | 354 |
|
|
2024
Q4 | $108K | Sell |
39,842
-4,266
| -10% | -$11.6K | 0.02% | 340 |
|
|
2024
Q3 | $138K | Sell |
44,108
-1,575
| -3% | -$4.91K | 0.02% | 353 |
|
|
2024
Q2 | $125K | Sell |
45,683
-1,713
| -4% | -$4.68K | 0.02% | 325 |
|
|
2024
Q1 | $123K | Sell |
47,396
-6,730
| -12% | -$17.4K | 0.02% | 316 |
|
|
2023
Q4 | $129K | Buy |
54,126
+13,587
| +34% | +$32.5K | 0.02% | 293 |
|
|
2023
Q3 | $86.3K | Buy |
40,539
+4,545
| +13% | +$9.68K | 0.02% | 262 |
|
|
2023
Q2 | $79.2K | Sell |
35,994
-1,898
| -5% | -$4.18K | 0.01% | 262 |
|
|
2023
Q1 | $87.9K | Buy |
37,892
+3,082
| +9% | +$7.15K | 0.02% | 247 |
|
|
2022
Q4 | $76.6K | Buy |
34,810
+3,457
| +11% | +$7.61K | 0.02% | 242 |
|
|
2022
Q3 | $56K | Buy |
+31,353
| New | +$56K | 0.01% | 222 |
|
|
2022
Q2 | – | Sell |
-18,327
| Closed | -$44K | – | 243 |
|
|
2022
Q1 | $44K | Buy |
+18,327
| New | +$44K | 0.01% | 241 |
|
|
2020
Q1 | – | Sell |
-22,894
| Closed | -$76K | – | 95 |
|
|
2019
Q4 | $76K | Sell |
22,894
-9,295
| -29% | -$30.9K | 0.02% | 113 |
|
|
2019
Q3 | $85K | Buy |
32,189
+5,897
| +22% | +$15.6K | 0.03% | 112 |
|
|
2019
Q2 | $75K | Buy |
26,292
+1,024
| +4% | +$2.92K | 0.03% | 110 |
|
|
2019
Q1 | $81K | Buy |
25,268
+1,821
| +8% | +$5.84K | 0.03% | 196 |
|
|
2018
Q4 | $60K | Buy |
23,447
+22,488
| +2,345% | +$57.5K | 0.02% | 207 |
|
|
2018
Q3 | $2K | Buy |
959
+178
| +23% | +$371 | ﹤0.01% | 812 |
|
|
2018
Q2 | $3K | Buy |
+781
| New | +$3K | ﹤0.01% | 784 |
|
|
2018
Q1 | – | Sell |
-2,575
| Closed | -$9K | – | 873 |
|
|
2017
Q4 | $9K | Buy |
+2,575
| New | +$9K | ﹤0.01% | 505 |
|