WhitTier Trust Company’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	–	Sell	-20,660	Closed	-$87.8K	–	1408
2025 Q2	$87.8K	Sell	20,660 -6,238	-23%	-$24.8K	﹤0.01%	653
2025 Q1	$102K	Sell	26,898 -1,354	-5%	-$4.48K	﹤0.01%	616
2024 Q4	$76.8K	Hold	28,252	–	–	﹤0.01%	655
2024 Q3	$87.9K	Buy	28,252 +2,499	+10%	+$7.5K	﹤0.01%	620
2024 Q2	$70.3K	Buy	25,753 +2,306	+10%	+$6.18K	﹤0.01%	627
2024 Q1	$60.5K	Buy	23,447 +756	+3%	+$1.74K	﹤0.01%	649
2023 Q4	$54K	Buy	22,691 +366	+2%	+$784	﹤0.01%	667
2023 Q3	$47.3K	Hold	22,325	–	–	﹤0.01%	653
2023 Q2	$49.1K	Hold	22,325	–	–	﹤0.01%	675
2023 Q1	$51.6K	Hold	22,325	–	–	﹤0.01%	657
2022 Q4	$49.1K	Hold	22,325	–	–	﹤0.01%	673
2022 Q3	$40K	Sell	22,325 -1,066	-5%	-$2.21K	﹤0.01%	700
2022 Q2	$47K	Hold	23,391	–	–	﹤0.01%	685
2022 Q1	$56K	Hold	23,391	–	–	﹤0.01%	650
2021 Q4	$59K	Buy	23,391 +10,827	+86%	+$27.6K	﹤0.01%	649
2021 Q3	$31K	Buy	+12,564	New	+$30.8K	﹤0.01%	754
2019 Q3	–	Sell	-134	Closed	–	–	1003
2019 Q2	$0	Buy	+134	New	+$414	﹤0.01%	1002