Simon Quick 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
2026 Q1	–	Sell	-10,253	Closed	-$54.3K	–	397
2025 Q4	$54.3K	Buy	+10,253	New	+$49.6K	﹤0.01%	389
2025 Q2	–	Sell	-12,949	Closed	-$49.5K	–	510
2025 Q1	$49.5K	Buy	12,949 +262	+2%	+$866	﹤0.01%	607
2024 Q4	$34.5K	Buy	+12,687	New	+$36.2K	﹤0.01%	488
2023 Q4	–	Sell	-10,029	Closed	-$21.4K	–	362
2023 Q3	$21.4K	Buy	+10,029	New	+$21.8K	﹤0.01%	350
2020 Q1	–	Sell	-2,131	Closed	-$7K	–	616
2019 Q4	$7K	Buy	+2,131	New	+$6.45K	﹤0.01%	441
2019 Q3	–	Sell	-817	Closed	-$2.32K	–	463
2019 Q2	$2.32K	Sell	817 -7,183	-90%	-$22.2K	﹤0.01%	354
2019 Q1	$26K	Buy	+8,000	New	+$24.5K	0.01%	278