Wealthspire Advisors (New York)’s Lloyds Banking Group LYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15K Buy
2023
Q1
Sell
2022
Q4
$57.2K Buy
2022
Q1
Sell
2021
Q4
$52K Sell
2021
Q3
$52K Buy
2020
Q2
Sell
2020
Q1
$16K Sell
2019
Q4
$45K Buy
2019
Q1
Sell
2018
Q4
$13K Buy