Octavia Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
|
|||||
|
2025
Q1 | $94.4K | Hold |
|
|||||
|
2024
Q4 | $67.2K | Hold |
|
|||||
|
2024
Q3 | $77.1K | Hold |
|
|||||
|
2024
Q2 | $67.5K | Buy |
|
|||||
|
2024
Q1 | $60.1K | Sell |
|
|||||
|
2023
Q4 | $59.1K | Hold |
|
|||||
|
2023
Q3 | $52.6K | Hold |
|
|||||
|
2023
Q2 | $54.4K | Hold |
|
|||||
|
2023
Q1 | $57.3K | Hold |
|
|||||
|
2022
Q4 | $54.4K | Hold |
|
|||||
|
2022
Q3 | $44K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $37K | Hold |
|
|||||
|
2021
Q4 | $40K | Buy |
|
|||||
|
2021
Q3 | $27K | Buy |
|