OWA
Octavia Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
24,618
-96
| -0.4% | -$408 | 0.01% | 229 |
|
|
2025
Q1 | $94.4K | Hold |
24,714
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $67.2K | Hold |
24,714
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $77.1K | Hold |
24,714
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $67.5K | Buy |
24,714
+1,520
| +7% | +$4.15K | 0.01% | 212 |
|
|
2024
Q1 | $60.1K | Sell |
23,194
-1,520
| -6% | -$3.94K | 0.01% | 215 |
|
|
2023
Q4 | $59.1K | Hold |
24,714
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $52.6K | Hold |
24,714
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $54.4K | Hold |
24,714
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $57.3K | Hold |
24,714
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $54.4K | Hold |
24,714
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $44K | Buy |
+24,714
| New | +$44K | 0.01% | 173 |
|
|
2022
Q2 | – | Sell |
-15,544
| Closed | -$37K | – | 176 |
|
|
2022
Q1 | $37K | Hold |
15,544
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $40K | Buy |
15,544
+5,063
| +48% | +$13K | 0.01% | 190 |
|
|
2021
Q3 | $27K | Buy |
+10,481
| New | +$27K | 0.01% | 182 |
|