Perigon Wealth Management’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
Q3 | $213K | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $146K | Buy |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $57.2K | Buy |
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|
2023
Q1 | $51.7K | Buy |
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|
2022
Q4 | $44.6K | Buy |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $25K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $16K | Buy |
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