Mount Yale Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Mount Yale Investment Advisors’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$835K	Buy
2025 Q1	$593K	Sell
2024 Q4	$434K	Sell
2024 Q3	$550K	Sell
2024 Q2	$520K	Sell
2024 Q1	$496K	Buy
2018 Q4	–	Sell
2018 Q3	$80K	Sell
2018 Q2	$87K	Buy
2018 Q1	$97K	Buy