Wealthstream Advisors’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	$250K	Buy	55,092 +5,432	+11%	+$23.7K	0.04%	150
2025 Q2	$211K	Buy	49,660 +5,475	+12%	+$21.8K	0.04%	162
2025 Q1	$169K	Buy	44,185 +1,544	+4%	+$5.11K	0.03%	151
2024 Q4	$116K	Buy	42,641 +1,798	+4%	+$5.13K	0.02%	156
2024 Q3	$127K	Buy	40,843 +2,071	+5%	+$6.21K	0.02%	152
2024 Q2	$106K	Buy	38,772 +2,344	+6%	+$6.29K	0.04%	142
2024 Q1	$94.3K	Buy	36,428 +1,888	+5%	+$4.33K	0.04%	144
2023 Q4	$82.6K	Buy	34,540 +9,590	+38%	+$20.5K	0.03%	144
2023 Q3	$53.1K	Sell	24,950 -3,595	-13%	-$7.8K	0.03%	107
2023 Q2	$62.8K	Buy	28,545 +5,230	+22%	+$12K	0.03%	95
2023 Q1	$54.1K	Buy	23,315 +1,417	+6%	+$3.43K	0.03%	77
2022 Q4	$48.2K	Buy	21,898 +3,564	+19%	+$7.33K	0.03%	76
2022 Q3	$33K	Buy	+18,334	New	+$38.1K	0.04%	66