Rothschild Investment LLC’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 | $26.5K | Buy |
6,227
+133
| +2% | +$565 | ﹤0.01% | 957 |
|
|
2025
Q1 | $23.3K | Buy |
6,094
+691
| +13% | +$2.64K | ﹤0.01% | 962 |
|
|
2024
Q4 | $14.7K | Sell |
5,403
-8,188
| -60% | -$22.3K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $42.4K | Buy |
13,591
+934
| +7% | +$2.91K | ﹤0.01% | 822 |
|
|
2024
Q2 | $34.6K | Buy |
12,657
+11,757
| +1,306% | +$32.1K | ﹤0.01% | 842 |
|
|
2024
Q1 | $2.33K | Sell |
900
-1,337
| -60% | -$3.46K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $5.35K | Buy |
+2,237
| New | +$5.35K | ﹤0.01% | 1072 |
|