SIA
Schechter Investment Advisors’s Lloyds Banking Group LYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $159K | Sell |
41,494
-10,001
| -19% | -$38.2K | 0.01% | 564 |
|
|
2024
Q4 | $140K | Sell |
51,495
-5,417
| -10% | -$14.7K | 0.01% | 587 |
|
|
2024
Q3 | $178K | Buy |
56,912
+5,947
| +12% | +$18.6K | 0.01% | 597 |
|
|
2024
Q2 | $139K | Buy |
50,965
+5,175
| +11% | +$14.1K | 0.01% | 579 |
|
|
2024
Q1 | $119K | Sell |
45,790
-4,113
| -8% | -$10.7K | 0.01% | 592 |
|
|
2023
Q4 | $119K | Buy |
49,903
+3,522
| +8% | +$8.42K | 0.01% | 576 |
|
|
2023
Q3 | $98.8K | Sell |
46,381
-13,054
| -22% | -$27.8K | 0.01% | 563 |
|
|
2023
Q2 | $131K | Buy |
59,435
+7,448
| +14% | +$16.4K | 0.01% | 605 |
|
|
2023
Q1 | $121K | Buy |
51,987
+3,779
| +8% | +$8.77K | 0.01% | 644 |
|
|
2022
Q4 | $106K | Buy |
48,208
+6,455
| +15% | +$14.2K | 0.01% | 795 |
|
|
2022
Q3 | $75K | Sell |
41,753
-58
| -0.1% | -$104 | 0.01% | 907 |
|
|
2022
Q2 | $85K | Sell |
41,811
-93
| -0.2% | -$189 | 0.01% | 915 |
|
|
2022
Q1 | $101K | Sell |
41,904
-7,220
| -15% | -$17.4K | 0.01% | 899 |
|
|
2021
Q4 | $125K | Buy |
+49,124
| New | +$125K | 0.01% | 832 |
|