Waldron 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
Q1 | – | Sell |
-15,925
| Closed | -$43.3K | – | 367 |
|
|
2024
Q4 | $43.3K | Hold |
15,925
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $49.7K | Hold |
15,925
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $43.5K | Hold |
15,925
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $41.2K | Buy |
15,925
+3,185
| +25% | +$8.25K | ﹤0.01% | 422 |
|
|
2023
Q4 | $30.4K | Buy |
+12,740
| New | +$30.4K | ﹤0.01% | 410 |
|
|
2023
Q2 | – | Sell |
-10,972
| Closed | -$25.5K | – | 409 |
|
|
2023
Q1 | $25.5K | Buy |
+10,972
| New | +$25.5K | ﹤0.01% | 414 |
|