MWP
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Meriwether Wealth & Planning’s Lloyds Banking Group LYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
37,932
-17,347
-31% -$73.7K 0.1% 124
2025
Q1
$211K Buy
55,279
+4,116
+8% +$15.7K 0.14% 113
2024
Q4
$139K Buy
+51,163
New +$139K 0.1% 114