Spire Wealth Management’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 | $4.02K | Sell |
800
-129
| -14% | -$708 | ﹤0.01% | 1890 |
|
|
2025
Q4 | $4.92K | Buy |
929
+129
| +16% | +$625 | ﹤0.01% | 1917 |
|
|
2025
Q3 | $3.63K | Hold |
800
| – | – | ﹤0.01% | 2035 |
|
|
2025
Q2 | $3.4K | Hold |
800
| – | – | ﹤0.01% | 2049 |
|
|
2025
Q1 | $3.06K | Sell |
800
-60
| -7% | -$198 | ﹤0.01% | 2185 |
|
|
2024
Q4 | $2.34K | Buy |
860
+60
| +8% | +$171 | ﹤0.01% | 2224 |
|
|
2024
Q3 | $2.5K | Sell |
800
-1
| -0.1% | -$3 | ﹤0.01% | 1960 |
|
|
2024
Q2 | $2.19K | Sell |
801
-19,470
| -96% | -$52.2K | ﹤0.01% | 1998 |
|
|
2024
Q1 | $52.5K | Buy |
20,271
+788
| +4% | +$1.81K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $42.7K | Sell |
19,483
-477
| -2% | -$1.02K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $42.5K | Buy |
19,960
+445
| +2% | +$965 | ﹤0.01% | 1221 |
|
|
2023
Q2 | $42.9K | Buy |
19,515
+4,670
| +31% | +$10.7K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $34.4K | Buy |
14,845
+13,123
| +762% | +$31.8K | ﹤0.01% | 1375 |
|
|
2022
Q4 | $4K | Buy |
1,722
+143
| +9% | +$294 | ﹤0.01% | 1902 |
|
|
2022
Q3 | $3K | Sell |
1,579
-12,142
| -88% | -$25.2K | ﹤0.01% | 1871 |
|
|
2022
Q2 | $28K | Sell |
13,721
-8,169
| -37% | -$18K | ﹤0.01% | 1530 |
|
|
2022
Q1 | $53K | Sell |
21,890
-20,388
| -48% | -$54.2K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $108K | Buy |
42,278
+21,630
| +105% | +$55.2K | ﹤0.01% | 1372 |
|
|
2021
Q3 | $51K | Sell |
20,648
-730
| -3% | -$1.79K | ﹤0.01% | 1469 |
|
|
2021
Q2 | $55K | Sell |
21,378
-21,575
| -50% | -$55.4K | ﹤0.01% | 1444 |
|
|
2021
Q1 | $99K | Buy |
+42,953
| New | +$89.2K | ﹤0.01% | 1406 |
|
Other funds holding LYG
MIP
CBU
