Marks Group Wealth Management’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	-220,620	Closed	-$843K	–	305
2025 Q1	$843K	Buy	220,620 +10,507	+5%	+$40.1K	0.08%	194
2024 Q4	$572K	Buy	210,113 +33,205	+19%	+$90.3K	0.06%	205
2024 Q3	$552K	Buy	176,908 +83,472	+89%	+$260K	0.05%	216
2024 Q2	$255K	Buy	+93,436	New	+$255K	0.03%	273