Transcend Capital Advisors’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 | $101K | Buy |
23,647
+13,595
| +135% | +$57.8K | 0.01% | 602 |
|
|
2025
Q1 | $38.4K | Sell |
10,052
-1,927
| -16% | -$7.36K | ﹤0.01% | 596 |
|
|
2024
Q4 | $32.6K | Buy |
11,979
+1,172
| +11% | +$3.19K | ﹤0.01% | 568 |
|
|
2024
Q3 | $33.7K | Buy |
10,807
+617
| +6% | +$1.93K | ﹤0.01% | 612 |
|
|
2024
Q2 | $27.8K | Buy |
+10,190
| New | +$27.8K | ﹤0.01% | 594 |
|
|
2024
Q1 | – | Sell |
-12,418
| Closed | -$29.7K | – | 542 |
|
|
2023
Q4 | $29.7K | Sell |
12,418
-1,078
| -8% | -$2.58K | ﹤0.01% | 501 |
|
|
2023
Q3 | $28.7K | Buy |
+13,496
| New | +$28.7K | ﹤0.01% | 484 |
|