Naviter Wealth’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Buy	367,861 +11,639	+3%	+$63.9K	0.23%	103
2025 Q4	$1.89M	Sell	356,222 -34,333	-9%	-$166K	0.25%	99
2025 Q3	$1.77M	Buy	390,555 +11,544	+3%	+$50.5K	0.21%	124
2025 Q2	$1.61M	Buy	379,011 +18,993	+5%	+$75.5K	0.2%	132
2025 Q1	$1.38M	Sell	360,018 -8,988	-2%	-$29.7K	0.17%	148
2024 Q4	$1M	Buy	369,006 +3,155	+0.9%	+$9.01K	0.12%	172
2024 Q3	$1.14M	Sell	365,851 -13,550	-4%	-$40.7K	0.16%	153
2024 Q2	$1.04M	Buy	379,401 +24,543	+7%	+$65.8K	0.15%	155
2024 Q1	$919K	Buy	354,858 +78,195	+28%	+$179K	0.15%	160
2023 Q4	$661K	Buy	276,663 +29,373	+12%	+$62.9K	0.13%	163
2023 Q3	$527K	Buy	247,290 +23,981	+11%	+$52K	0.13%	168
2023 Q2	$491K	Buy	223,309 +25,441	+13%	+$58.3K	0.12%	179
2023 Q1	$459K	Buy	197,868 +4,273	+2%	+$10.3K	0.16%	157
2022 Q4	$474K	Buy	193,595 +18,234	+10%	+$37.5K	0.13%	154
2022 Q3	$314K	Buy	175,361 +11,854	+7%	+$24.6K	0.13%	158
2022 Q2	$334K	Buy	+163,507	New	+$361K	0.14%	155