Sowell Financial Services’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 | $43.8K | Sell |
10,317
-1,297
| -11% | -$5.51K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $44.4K | Buy |
+11,614
| New | +$44.4K | ﹤0.01% | 994 |
|
|
2021
Q2 | – | Sell |
-805
| Closed | -$2K | – | 1801 |
|
|
2021
Q1 | $2K | Hold |
805
| – | – | ﹤0.01% | 2831 |
|
|
2020
Q4 | $2K | Hold |
805
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q3 | $1K | Sell |
805
-345
| -30% | -$429 | ﹤0.01% | 2397 |
|
|
2020
Q2 | $2K | Sell |
1,150
-799
| -41% | -$1.39K | ﹤0.01% | 2177 |
|
|
2020
Q1 | $3K | Sell |
1,949
-1,354
| -41% | -$2.08K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $11K | Sell |
3,303
-1,140
| -26% | -$3.8K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $12K | Buy |
+4,443
| New | +$12K | ﹤0.01% | 1475 |
|