RSWM
Robertson Stephens Wealth Management’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6K | Buy |
12,608
+1,772
| +16% | +$7.53K | ﹤0.01% | 536 |
|
|
2025
Q1 | $41.4K | Buy |
10,836
+240
| +2% | +$917 | ﹤0.01% | 532 |
|
|
2024
Q4 | $28.8K | Hold |
10,596
| – | – | ﹤0.01% | 551 |
|
|
2024
Q3 | $33.1K | Sell |
10,596
-2,658
| -20% | -$8.29K | ﹤0.01% | 614 |
|
|
2024
Q2 | $36.2K | Buy |
13,254
+3,178
| +32% | +$8.68K | ﹤0.01% | 485 |
|
|
2024
Q1 | $26.1K | Hold |
10,076
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $24.1K | Hold |
10,076
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $21.5K | Buy |
+10,076
| New | +$21.5K | ﹤0.01% | 440 |
|