Provenance Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-174
| Closed | -$665 | – | 494 |
|
2025
Q1 | $665 | Hold |
174
| – | – | ﹤0.01% | 505 |
|
2024
Q4 | $473 | Hold |
174
| – | – | ﹤0.01% | 538 |
|
2024
Q3 | $543 | Hold |
174
| – | – | ﹤0.01% | 576 |
|
2024
Q2 | $475 | Hold |
174
| – | – | ﹤0.01% | 497 |
|
2024
Q1 | $451 | Hold |
174
| – | – | ﹤0.01% | 526 |
|
2023
Q4 | $416 | Hold |
174
| – | – | ﹤0.01% | 582 |
|
2023
Q3 | $371 | Buy |
+174
| New | +$371 | ﹤0.01% | 471 |
|