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
2025
Q3
$112K Hold
2025
Q2
$105K Buy
2025
Q1
$94.2K Hold
2024
Q4
$67.1K Hold
2024
Q3
$77K Buy
2024
Q2
$65K Hold
2024
Q1
$61.6K Sell
2023
Q4
$78.4K Hold
2023
Q3
$69.9K Sell
2023
Q2
$87.8K Hold
2023
Q1
$92.6K Sell
2022
Q4
$96.6K Buy
2022
Q3
$27K Buy
2022
Q2
$29K Buy
2022
Q1
$33K Buy
2021
Q4
$35K Buy