Sage Mountain Advisors’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	–	Sell	-24,681	Closed	-$131K	–	451
2025 Q4	$131K	Hold	24,681	–	–	0.01%	496
2025 Q3	$112K	Buy	24,681 +998	+4%	+$4.36K	0.01%	488
2025 Q2	$101K	Hold	23,683	–	–	0.01%	441
2025 Q1	$90.5K	Hold	23,683	–	–	0.01%	421
2024 Q4	$64.4K	Sell	23,683 -3,843	-14%	-$11K	﹤0.01%	425
2024 Q3	$85.9K	Hold	27,526	–	–	0.01%	427
2024 Q2	$75.1K	Buy	27,526 +4,520	+20%	+$12.1K	0.01%	375
2024 Q1	$59.6K	Buy	23,006 +143	+0.6%	+$328	0.01%	358
2023 Q4	$54.6K	Sell	22,863 -169	-0.7%	-$362	0.01%	306
2023 Q3	$49.1K	Sell	23,032 -196	-0.8%	-$425	0.01%	305
2023 Q2	$51.1K	Sell	23,228 -1,633	-7%	-$3.75K	0.01%	299
2023 Q1	$57.7K	Buy	+24,861	New	+$60.2K	0.01%	280