Shepherd Financial Partners’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	$50.3K	Hold	10,000	–	–	﹤0.01%	239
2025 Q4	$53K	Hold	10,000	–	–	﹤0.01%	246
2025 Q3	$45.4K	Hold	10,000	–	–	﹤0.01%	243
2025 Q2	$42.5K	Hold	10,000	–	–	﹤0.01%	239
2025 Q1	$38.2K	Hold	10,000	–	–	﹤0.01%	230
2024 Q4	$27.2K	Hold	10,000	–	–	﹤0.01%	220
2024 Q3	$31.2K	Hold	10,000	–	–	﹤0.01%	216
2024 Q2	$27.3K	Hold	10,000	–	–	﹤0.01%	214
2024 Q1	$25.9K	Hold	10,000	–	–	﹤0.01%	214
2023 Q4	$23.9K	Hold	10,000	–	–	﹤0.01%	209
2023 Q3	$21.3K	Hold	10,000	–	–	﹤0.01%	188
2023 Q2	$22K	Hold	10,000	–	–	﹤0.01%	186
2023 Q1	$23.2K	Buy	+10,000	New	+$24.2K	﹤0.01%	179