Wealthstream Advisors’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 | $211K | Buy |
49,660
+5,475
| +12% | +$23.3K | 0.04% | 162 |
|
|
2025
Q1 | $169K | Buy |
44,185
+1,544
| +4% | +$5.9K | 0.03% | 151 |
|
|
2024
Q4 | $116K | Buy |
42,641
+1,798
| +4% | +$4.89K | 0.02% | 156 |
|
|
2024
Q3 | $127K | Buy |
40,843
+2,071
| +5% | +$6.46K | 0.02% | 152 |
|
|
2024
Q2 | $106K | Buy |
38,772
+2,344
| +6% | +$6.4K | 0.04% | 142 |
|
|
2024
Q1 | $94.3K | Buy |
36,428
+1,888
| +5% | +$4.89K | 0.04% | 144 |
|
|
2023
Q4 | $82.6K | Buy |
34,540
+9,590
| +38% | +$22.9K | 0.03% | 144 |
|
|
2023
Q3 | $53.1K | Sell |
24,950
-3,595
| -13% | -$7.66K | 0.03% | 107 |
|
|
2023
Q2 | $62.8K | Buy |
28,545
+5,230
| +22% | +$11.5K | 0.03% | 95 |
|
|
2023
Q1 | $54.1K | Buy |
23,315
+1,417
| +6% | +$3.29K | 0.03% | 77 |
|
|
2022
Q4 | $48.2K | Buy |
21,898
+3,564
| +19% | +$7.84K | 0.03% | 76 |
|
|
2022
Q3 | $33K | Buy |
+18,334
| New | +$33K | 0.04% | 66 |
|