Prudent Man Advisors’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	–	Sell	-35,402	Closed	-$150K	–	160
2025 Q2	$150K	Buy	35,402 +1,076	+3%	+$4.28K	0.05%	177
2025 Q1	$131K	Hold	34,326	–	–	0.05%	169
2024 Q4	$93.4K	Hold	34,326	–	–	0.03%	169
2024 Q3	$107K	Hold	34,326	–	–	0.04%	183
2024 Q2	$93.7K	Hold	34,326	–	–	0.03%	173
2024 Q1	$88.9K	Sell	34,326 -7,337	-18%	-$16.8K	0.03%	177
2023 Q4	$99.6K	Sell	41,663 -7,651	-16%	-$16.4K	0.04%	187
2023 Q3	$105K	Sell	49,314 -1,703	-3%	-$3.69K	0.04%	186
2023 Q2	$112K	Hold	51,017	–	–	0.04%	204
2023 Q1	$118K	Hold	51,017	–	–	0.05%	198
2022 Q4	$112K	Buy	51,017 +14,964	+42%	+$30.8K	0.05%	199
2022 Q3	$65K	Buy	+36,053	New	+$74.8K	0.03%	168