Wealth Alliance’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 Sell
23,679
-100,267
-81% -$426K 0.01% 532
2025
Q1
$473K Buy
123,946
+9,355
+8% +$35.7K 0.06% 287
2024
Q4
$312K Buy
114,591
+5,472
+5% +$14.9K 0.04% 373
2024
Q3
$340K Buy
109,119
+59,555
+120% +$186K 0.04% 370
2024
Q2
$135K Buy
+49,564
New +$135K 0.02% 498
2020
Q2
Sell
-10,993
Closed -$17K 315
2020
Q1
$17K Sell
10,993
-30,833
-74% -$47.7K 0.01% 231
2019
Q4
$138K Buy
+41,826
New +$138K 0.1% 79