Shepherd Financial Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$23.2K | ﹤0.01% | 179 |
|