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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.4K | Hold |
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|
2025
Q2 | $42.5K | Hold |
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|
2025
Q1 | $38.2K | Hold |
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|
2024
Q4 | $27.2K | Hold |
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|
2024
Q3 | $31.2K | Hold |
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|
2024
Q2 | $27.3K | Hold |
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|
2024
Q1 | $25.9K | Hold |
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|
2023
Q4 | $23.9K | Hold |
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|
2023
Q3 | $21.3K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $23.2K | Buy |
|