ProVise Management Group’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
2026 Q1	$127K	Buy	25,280 +453	+2%	+$2.48K	0.01%	258
2025 Q4	$132K	Buy	24,827 +65	+0.3%	+$315	0.01%	255
2025 Q3	$112K	Hold	24,762	–	–	0.01%	255
2025 Q2	$105K	Buy	24,762 +97	+0.4%	+$386	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%	+$2.59K	0.01%	293
2024 Q2	$65K	Hold	23,801	–	–	0.01%	294
2024 Q1	$61.6K	Sell	23,801 -9,000	-27%	-$20.7K	0.01%	297
2023 Q4	$78.4K	Hold	32,801	–	–	0.01%	340
2023 Q3	$69.9K	Sell	32,801 -7,122	-18%	-$15.4K	0.01%	334
2023 Q2	$87.8K	Hold	39,923	–	–	0.01%	343
2023 Q1	$92.6K	Sell	39,923 -4,000	-9%	-$9.68K	0.01%	339
2022 Q4	$96.6K	Buy	43,923 +28,700	+189%	+$59K	0.01%	314
2022 Q3	$27K	Buy	15,223 +1,176	+8%	+$2.44K	﹤0.01%	312
2022 Q2	$29K	Buy	14,047 +304	+2%	+$671	﹤0.01%	326
2022 Q1	$33K	Buy	13,743 +22	+0.2%	+$59	﹤0.01%	372
2021 Q4	$35K	Buy	+13,721	New	+$35K	﹤0.01%	391