World Investment 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
$112K Buy
26,394
+1,000
+4% +$4.25K ﹤0.01% 1106
2025
Q1
$97K Buy
25,394
+3,197
+14% +$12.2K ﹤0.01% 1034
2024
Q4
$60.4K Buy
22,197
+1,782
+9% +$4.85K ﹤0.01% 989
2024
Q3
$63.7K Buy
+20,415
New +$63.7K ﹤0.01% 888