Oakworth Capital’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	–	Sell	-2,425	Closed	-$12.9K	–	870
2025 Q4	$12.9K	Buy	+2,425	New	+$11.7K	﹤0.01%	626
2016 Q3	–	Sell	-136	Closed	-$1K	–	644
2016 Q2	$1K	Hold	136	–	–	﹤0.01%	571
2016 Q1	$1K	Hold	136	–	–	﹤0.01%	528
2015 Q4	$1K	Hold	136	–	–	﹤0.01%	511
2015 Q3	$1K	Hold	136	–	–	﹤0.01%	440
2015 Q2	$1K	Hold	136	–	–	﹤0.01%	444
2015 Q1	$1K	Hold	136	–	–	﹤0.01%	454
2014 Q4	$1K	Hold	136	–	–	﹤0.01%	450
2014 Q3	$1K	Hold	136	–	–	﹤0.01%	426
2014 Q2	$1K	Hold	136	–	–	﹤0.01%	425
2014 Q1	$1K	Hold	136	–	–	﹤0.01%	423
2013 Q4	$1K	Buy	+136	New	+$682	﹤0.01%	413