ProVise Management 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 | $105K | Buy |
24,762
+97
| +0.4% | +$412 | 0.01% | 257 |
|
|
2025
Q1 | $94.2K | Hold |
24,665
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $67.1K | Hold |
24,665
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $77K | Buy |
24,665
+864
| +4% | +$2.7K | 0.01% | 293 |
|
|
2024
Q2 | $65K | Hold |
23,801
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $61.6K | Sell |
23,801
-9,000
| -27% | -$23.3K | 0.01% | 297 |
|
|
2023
Q4 | $78.4K | Hold |
32,801
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $69.9K | Sell |
32,801
-7,122
| -18% | -$15.2K | 0.01% | 334 |
|
|
2023
Q2 | $87.8K | Hold |
39,923
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $92.6K | Sell |
39,923
-4,000
| -9% | -$9.28K | 0.01% | 339 |
|
|
2022
Q4 | $96.6K | Buy |
43,923
+28,700
| +189% | +$63.1K | 0.01% | 314 |
|
|
2022
Q3 | $27K | Buy |
15,223
+1,176
| +8% | +$2.09K | ﹤0.01% | 312 |
|
|
2022
Q2 | $29K | Buy |
14,047
+304
| +2% | +$628 | ﹤0.01% | 326 |
|
|
2022
Q1 | $33K | Buy |
13,743
+22
| +0.2% | +$53 | ﹤0.01% | 372 |
|
|
2021
Q4 | $35K | Buy |
+13,721
| New | +$35K | ﹤0.01% | 391 |
|