Portside Wealth Group’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Sell |
12,894
-90,422
| -88% | -$384K | 0.01% | 448 |
|
|
2025
Q1 | $395K | Buy |
103,316
+9,264
| +10% | +$35.4K | 0.06% | 269 |
|
|
2024
Q4 | $256K | Buy |
94,052
+5,188
| +6% | +$14.1K | 0.04% | 359 |
|
|
2024
Q3 | $277K | Buy |
88,864
+47,573
| +115% | +$148K | 0.05% | 322 |
|
|
2024
Q2 | $113K | Buy |
+41,291
| New | +$113K | 0.02% | 352 |
|