Rothschild Investment LLC’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
2026 Q1	$82.9K	Buy	16,487 +1,805	+12%	+$9.9K	﹤0.01%	961
2025 Q4	$77.8K	Buy	14,682 +198	+1%	+$959	﹤0.01%	888
2025 Q3	$65.8K	Buy	14,484 +8,257	+133%	+$36.1K	﹤0.01%	919
2025 Q2	$26.5K	Buy	6,227 +133	+2%	+$529	﹤0.01%	957
2025 Q1	$23.3K	Buy	6,094 +691	+13%	+$2.29K	﹤0.01%	962
2024 Q4	$14.7K	Sell	5,403 -8,188	-60%	-$23.4K	﹤0.01%	1077
2024 Q3	$42.4K	Buy	13,591 +934	+7%	+$2.8K	﹤0.01%	822
2024 Q2	$34.6K	Buy	12,657 +11,757	+1,306%	+$31.5K	﹤0.01%	842
2024 Q1	$2.33K	Sell	900 -1,337	-60%	-$3.07K	﹤0.01%	1198
2023 Q4	$5.35K	Buy	+2,237	New	+$4.79K	﹤0.01%	1072