Legacy Wealth Asset Management’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
$823K Sell
2025
Q2
$780K Sell
2025
Q1
$745K Sell
2024
Q4
$547K Sell
2024
Q3
$631K Sell
2024
Q2
$558K Buy
2024
Q1
$519K Buy
2023
Q4
$464K Buy
2023
Q3
$407K Buy
2023
Q2
$406K Buy
2023
Q1
$426K Sell
2022
Q4
$480K Sell
2022
Q3
$391K Buy