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
2026 Q1	$787K	Buy	156,374 +140,962	+915%	+$773K	0.01%	1018
2025 Q4	$81.7K	Sell	15,412 -13,011	-46%	-$63K	﹤0.01%	1294
2025 Q3	$129K	Buy	28,423 +1,596	+6%	+$6.98K	﹤0.01%	1320
2025 Q2	$114K	Buy	+26,827	New	+$107K	﹤0.01%	1091
2024 Q4	–	Sell	-31,037	Closed	-$96.8K	–	610
2024 Q3	$96.8K	Buy	31,037 +928	+3%	+$2.78K	﹤0.01%	703
2024 Q2	$82.2K	Buy	30,109 +13,508	+81%	+$36.2K	﹤0.01%	607
2024 Q1	$43K	Buy	16,601 +1,431	+9%	+$3.28K	﹤0.01%	595
2023 Q4	$36.3K	Buy	15,170 +4,244	+39%	+$9.09K	﹤0.01%	547
2023 Q3	$23.3K	Sell	10,926 -3,096	-22%	-$6.71K	﹤0.01%	544
2023 Q2	$30.8K	Buy	+14,022	New	+$32.2K	﹤0.01%	537
2022 Q1	–	Sell	-10,092	Closed	-$26K	–	354
2021 Q4	$26K	Buy	+10,092	New	+$25.7K	﹤0.01%	295
2018 Q2	–	Sell	-30,052	Closed	-$107K	–	581
2018 Q1	$107K	Buy	30,052 +4,670	+18%	+$18.1K	0.02%	397
2017 Q4	$106K	Buy	+25,382	New	+$91.5K	0.01%	603