Summit Financial’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
$146K Buy
34,371
+5,805
+20% +$24.7K ﹤0.01% 793
2025
Q1
$109K Sell
28,566
-444
-2% -$1.7K ﹤0.01% 701
2024
Q4
$78.9K Buy
+29,010
New +$78.9K ﹤0.01% 634