Transcend Capital 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	$390K	Buy	77,603 +18,547	+31%	+$102K	0.03%	456
2025 Q4	$313K	Buy	59,056 +18,344	+45%	+$88.8K	0.02%	513
2025 Q3	$185K	Buy	40,712 +17,065	+72%	+$74.6K	0.01%	672
2025 Q2	$101K	Buy	23,647 +13,595	+135%	+$54K	0.01%	606
2025 Q1	$38.4K	Sell	10,052 -1,927	-16%	-$6.37K	﹤0.01%	599
2024 Q4	$32.6K	Buy	11,979 +1,172	+11%	+$3.35K	﹤0.01%	568
2024 Q3	$33.7K	Buy	10,807 +617	+6%	+$1.85K	﹤0.01%	612
2024 Q2	$27.8K	Buy	+10,190	New	+$27.3K	﹤0.01%	594
2024 Q1	–	Sell	-12,418	Closed	-$29.7K	–	546
2023 Q4	$29.7K	Sell	12,418 -1,078	-8%	-$2.31K	﹤0.01%	501
2023 Q3	$28.7K	Buy	+13,496	New	+$29.3K	﹤0.01%	484