Retirement Planning Company of New England’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
$109K Sell
25,672
-1,313
-5% -$5.58K 0.05% 230
2025
Q1
$103K Buy
26,985
+6,433
+31% +$24.6K 0.05% 224
2024
Q4
$55.9K Buy
20,552
+4,022
+24% +$10.9K 0.03% 229
2024
Q3
$51.6K Buy
16,530
+220
+1% +$686 0.03% 228
2024
Q2
$44.5K Sell
16,310
-2,736
-14% -$7.47K 0.02% 210
2024
Q1
$49.3K Buy
+19,046
New +$49.3K 0.03% 217