Warren Street Wealth 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 | $70K | Buy |
16,464
+388
| +2% | +$1.65K | 0.02% | 134 |
|
|
2025
Q1 | $61.4K | Buy |
16,076
+268
| +2% | +$1.02K | 0.02% | 110 |
|
|
2024
Q4 | $43K | Sell |
15,808
-6,657
| -30% | -$18.1K | 0.02% | 101 |
|
|
2024
Q3 | $70.1K | Buy |
22,465
+694
| +3% | +$2.17K | 0.03% | 107 |
|
|
2024
Q2 | $59.4K | Buy |
21,771
+1,051
| +5% | +$2.87K | 0.03% | 96 |
|
|
2024
Q1 | $53.7K | Buy |
20,720
+8,392
| +68% | +$21.7K | 0.03% | 95 |
|
|
2023
Q4 | $29.5K | Buy |
+12,328
| New | +$29.5K | 0.02% | 89 |
|