Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $96.8K | Buy |
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|
2024
Q2 | $82.2K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $36.3K | Buy |
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|
2023
Q3 | $23.3K | Sell |
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|
2023
Q2 | $30.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $26K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $107K | Buy |
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|
2017
Q4 | $106K | Buy |
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