West Family Investments’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	$228K	Sell	45,381 -3,353	-7%	-$18.4K	0.08%	222
2025 Q4	$258K	Hold	48,734	–	–	0.06%	281
2025 Q3	$221K	Buy	48,734 +659	+1%	+$2.88K	0.05%	332
2025 Q2	$204K	Buy	48,075 +2,685	+6%	+$10.7K	0.05%	338
2025 Q1	$173K	Buy	45,390 +22,074	+95%	+$73K	0.07%	254
2024 Q4	$63.4K	Sell	23,316 -659	-3%	-$1.88K	0.02%	284
2024 Q3	$74.8K	Buy	23,975 +2,694	+13%	+$8.08K	0.03%	292
2024 Q2	$58.1K	Hold	21,281	–	–	0.02%	249
2024 Q1	$55.1K	Buy	21,281 +659	+3%	+$1.51K	0.02%	259
2023 Q4	$49.3K	Buy	20,622 +2,529	+14%	+$5.42K	0.02%	235
2023 Q3	$38.5K	Hold	18,093	–	–	0.01%	226
2023 Q2	$39.8K	Hold	18,093	–	–	0.02%	235
2023 Q1	$42K	Hold	18,093	–	–	0.02%	195
2022 Q4	$39.8K	Sell	18,093 -4,197	-19%	-$8.63K	0.01%	234
2022 Q3	$40K	Buy	22,290 +4,197	+23%	+$8.71K	0.02%	220
2022 Q2	$37K	Sell	18,093 -63,662	-78%	-$140K	0.01%	225
2022 Q1	$197K	Buy	81,755 +5,124	+7%	+$13.6K	0.06%	274
2021 Q4	$195K	Sell	76,631 -10,865	-12%	-$27.7K	0.05%	305
2021 Q3	$214K	Sell	87,496 -187	-0.2%	-$458	0.06%	297
2021 Q2	$224K	Buy	+87,683	New	+$225K	0.06%	297