SAG
SageView Advisory Group’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3K | Buy |
11,511
+177
| +2% | +$743 | ﹤0.01% | 612 |
|
|
2025
Q1 | $43.3K | Sell |
11,334
-17
| -0.1% | -$65 | ﹤0.01% | 593 |
|
|
2024
Q4 | $30.9K | Sell |
11,351
-37
| -0.3% | -$101 | ﹤0.01% | 584 |
|
|
2024
Q3 | $35.5K | Sell |
11,388
-24,287
| -68% | -$75.8K | ﹤0.01% | 506 |
|
|
2024
Q2 | $97.4K | Buy |
+35,675
| New | +$97.4K | ﹤0.01% | 552 |
|
|
2024
Q1 | – | Sell |
-40,601
| Closed | -$85.7K | – | 677 |
|
|
2023
Q4 | $85.7K | Buy |
+40,601
| New | +$85.7K | ﹤0.01% | 630 |
|
|
2023
Q3 | – | Sell |
-10,101
| Closed | -$22.2K | – | 537 |
|
|
2023
Q2 | $22.2K | Buy |
+10,101
| New | +$22.2K | ﹤0.01% | 542 |
|