Sowell Financial Services’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	$63.4K	Buy	12,599 +1,273	+11%	+$6.98K	﹤0.01%	1109
2025 Q4	$60K	Buy	11,326 +246	+2%	+$1.19K	﹤0.01%	1095
2025 Q3	$50.3K	Buy	11,080 +763	+7%	+$3.33K	﹤0.01%	1056
2025 Q2	$43.8K	Sell	10,317 -1,297	-11%	-$5.16K	﹤0.01%	1029
2025 Q1	$44.4K	Buy	+11,614	New	+$38.4K	﹤0.01%	994
2021 Q2	–	Sell	-805	Closed	-$2K	–	1800
2021 Q1	$2K	Hold	805	–	–	﹤0.01%	2831
2020 Q4	$2K	Hold	805	–	–	﹤0.01%	2480
2020 Q3	$1K	Sell	805 -345	-30%	-$484	﹤0.01%	2397
2020 Q2	$2K	Sell	1,150 -799	-41%	-$1.2K	﹤0.01%	2177
2020 Q1	$3K	Sell	1,949 -1,354	-41%	-$3.49K	﹤0.01%	1990
2019 Q4	$11K	Sell	3,303 -1,140	-26%	-$3.45K	﹤0.01%	1654
2019 Q3	$12K	Buy	+4,443	New	+$11.5K	﹤0.01%	1475