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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $121K | Buy |
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|
2025
Q3 | $15K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $57.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $52K | Sell |
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|
2021
Q3 | $52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $45K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
|