Wealth Enhancement Advisory Services’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 | $516K | Buy |
124,024
+65,579
| +112% | +$273K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $223K | Sell |
58,445
-66,780
| -53% | -$255K | ﹤0.01% | 2593 |
|
|
2024
Q4 | $341K | Buy |
125,225
+68,064
| +119% | +$185K | ﹤0.01% | 2250 |
|
|
2024
Q3 | $178K | Sell |
57,161
-1,030
| -2% | -$3.21K | ﹤0.01% | 2448 |
|
|
2024
Q2 | $159K | Buy |
58,191
+5,839
| +11% | +$15.9K | ﹤0.01% | 2331 |
|
|
2024
Q1 | $136K | Buy |
52,352
+10,865
| +26% | +$28.1K | ﹤0.01% | 2262 |
|
|
2023
Q4 | $99.2K | Buy |
41,487
+7,279
| +21% | +$17.4K | ﹤0.01% | 2166 |
|
|
2023
Q3 | $72.9K | Buy |
+34,208
| New | +$72.9K | ﹤0.01% | 2112 |
|