PFW Advisors’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,688
Closed -$25.5K 129
2023
Q4
$25.5K Sell
10,688
-43,947
-80% -$105K 0.01% 122
2023
Q3
$116K Hold
54,635
0.04% 117
2023
Q2
$117K Buy
+54,635
New +$117K 0.04% 119