NewEdge Wealth’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
$1.87M Buy
429,735
+8,713
+2% +$37.8K 0.03% 394
2025
Q1
$1.61M Sell
421,022
-35,227
-8% -$135K 0.03% 395
2024
Q4
$1.24M Buy
456,249
+1,639
+0.4% +$4.46K 0.02% 442
2024
Q3
$1.42M Buy
454,610
+11,809
+3% +$36.8K 0.03% 408
2024
Q2
$1.21M Sell
442,801
-1,306
-0.3% -$3.57K 0.03% 386
2024
Q1
$1.15M Buy
444,107
+11,210
+3% +$28.9K 0.03% 405
2023
Q4
$1.03M Sell
432,897
-79
-0% -$189 0.03% 393
2023
Q3
$922K Buy
432,976
+6,025
+1% +$12.8K 0.03% 369
2023
Q2
$939K Sell
426,951
-10,227
-2% -$22.5K 0.03% 363
2023
Q1
$1.01M Buy
437,178
+18,417
+4% +$42.7K 0.04% 313
2022
Q4
$921K Sell
418,761
-14,954
-3% -$32.9K 0.04% 300
2022
Q3
$776K Buy
433,715
+73,463
+20% +$131K 0.04% 295
2022
Q2
$735K Buy
+360,252
New +$735K 0.03% 327