Lifeworks Advisors’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
$92K Buy
21,654
+690
+3% +$2.93K 0.01% 307
2025
Q1
$80.1K Sell
20,964
-4,278
-17% -$16.3K 0.01% 302
2024
Q4
$68.7K Sell
25,242
-1,643
-6% -$4.47K 0.01% 301
2024
Q3
$83.9K Buy
26,885
+520
+2% +$1.62K 0.02% 292
2024
Q2
$72K Sell
26,365
-246
-0.9% -$672 0.02% 222
2024
Q1
$68.9K Buy
+26,611
New +$68.9K 0.02% 225