Rise Advisors’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
$4 Hold
1
﹤0.01% 1538
2025
Q1
$4 Sell
1
-7,355
-100% -$29.4K ﹤0.01% 1499
2024
Q4
$20K Hold
7,356
0.01% 658
2024
Q3
$23K Buy
7,356
+126
+2% +$393 0.01% 600
2024
Q2
$19.7K Buy
7,230
+229
+3% +$625 0.01% 646
2024
Q1
$18.1K Buy
+7,001
New +$18.1K 0.01% 710