World Equity Group’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
Q1
Sell
-87,146
Closed -$237K 340
2024
Q4
$237K Buy
87,146
+50,020
+135% +$136K 0.05% 314
2024
Q3
$116K Buy
+37,126
New +$116K 0.04% 254