LWAM
Legacy Wealth Asset Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
183,510
-11,512
| -6% | -$48.9K | 0.2% | 137 |
|
|
2025
Q1 | $745K | Sell |
195,022
-5,904
| -3% | -$22.6K | 0.21% | 142 |
|
|
2024
Q4 | $547K | Sell |
200,926
-1,413
| -0.7% | -$3.84K | 0.15% | 226 |
|
|
2024
Q3 | $631K | Sell |
202,339
-1,885
| -0.9% | -$5.88K | 0.17% | 195 |
|
|
2024
Q2 | $558K | Buy |
204,224
+3,695
| +2% | +$10.1K | 0.16% | 207 |
|
|
2024
Q1 | $519K | Buy |
200,529
+6,445
| +3% | +$16.7K | 0.14% | 225 |
|
|
2023
Q4 | $464K | Buy |
194,084
+3,074
| +2% | +$7.35K | 0.15% | 235 |
|
|
2023
Q3 | $407K | Buy |
191,010
+6,399
| +3% | +$13.6K | 0.15% | 244 |
|
|
2023
Q2 | $406K | Buy |
184,611
+1,182
| +0.6% | +$2.6K | 0.14% | 250 |
|
|
2023
Q1 | $426K | Sell |
183,429
-34,539
| -16% | -$80.1K | 0.15% | 240 |
|
|
2022
Q4 | $480K | Sell |
217,968
-634
| -0.3% | -$1.4K | 0.18% | 185 |
|
|
2022
Q3 | $391K | Buy |
+218,602
| New | +$391K | 0.17% | 213 |
|