SMA
Sage Mountain Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$10.5K | ﹤0.01% | 425 |
|
|
2024
Q3 | $85.9K | Hold |
27,526
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $75.1K | Buy |
27,526
+4,520
| +20% | +$12.3K | 0.01% | 375 |
|
|
2024
Q1 | $59.6K | Buy |
23,006
+143
| +0.6% | +$370 | 0.01% | 358 |
|
|
2023
Q4 | $54.6K | Sell |
22,863
-169
| -0.7% | -$404 | 0.01% | 306 |
|
|
2023
Q3 | $49.1K | Sell |
23,032
-196
| -0.8% | -$417 | 0.01% | 305 |
|
|
2023
Q2 | $51.1K | Sell |
23,228
-1,633
| -7% | -$3.59K | 0.01% | 299 |
|
|
2023
Q1 | $57.7K | Buy |
+24,861
| New | +$57.7K | 0.01% | 280 |
|