Twin City Private Wealth’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
$1.64M Buy
386,100
+118,105
+44% +$502K 1.34% 29
2025
Q1
$1.02M Sell
267,995
-88,521
-25% -$338K 0.9% 42
2024
Q4
$970K Buy
356,516
+951
+0.3% +$2.59K 0.86% 48
2024
Q3
$1.11M Sell
355,565
-298
-0.1% -$930 0.96% 43
2024
Q2
$972K Sell
355,863
-18,386
-5% -$50.2K 0.92% 43
2024
Q1
$969K Buy
+374,249
New +$969K 0.95% 41