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Whipplewood Advisors’s Lloyds Banking Group LYG Stock Holding History

Whipplewood Advisors’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.1K Buy
2,838
+2,836
+141,800% +$12.1K 0.01% 535
2025
Q1 		$10.8K Sell
2
-2,836
-100% -$15.4M 0.01% 551
2024
Q4 		$7.72K Buy
+2,838
New +$7.72K ﹤0.01% 602