Wallace Advisory Group’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	$189K	Buy	49,435 +9,020	+22%	+$34.5K	0.14%	166
2025 Q1	$110K	Sell	40,415 -294	-0.7%	-$800	0.08%	183
2024 Q4	$127K	Buy	40,709 +19,654	+93%	+$61.3K	0.09%	176
2024 Q3	$57.5K	Sell	21,055 -488	-2%	-$1.33K	0.04%	174
2024 Q2	$58.8K	Buy	+21,543	New	+$58.8K	0.04%	175