Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $159K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $178K | Buy |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $119K | Buy |
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|
2023
Q3 | $98.8K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $121K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $85K | Sell |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $125K | Buy |
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