Carson Allaria Wealth Management, Ltd. Lloyds Banking Group PLC Transaction History

Carson Allaria Wealth Management, Ltd.

$180 Million
Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 34,809 shares of LYG stock, worth $157,336. This represents 0.08% of its overall portfolio holdings.

Number of Shares

34,809

Previous 35,263 1.29%

Holding current value

$157,336

Previous $134,000 9.7%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$3.32 - $4.29 $1,507 - $1,947	-454 Reduced 1.29%	34,809 $147,000
Q1 2025 Apr 28, 2025	SELL	$2.58 - $3.9 $337 - $510	-131 Reduced 0.37%	35,263 $134,000
Q4 2024 Jan 27, 2025	SELL	$2.67 - $3.23 $17,130 - $20,723	-6,416 Reduced 15.35%	35,394 $96,000
Q3 2024 Oct 21, 2024	SELL	$2.73 - $3.17 $12,082 - $14,030	-4,426 Reduced 9.57%	41,810 $130,000
Q2 2024 Jul 22, 2024	SELL	$2.45 - $2.84 $21,501 - $24,923	-8,776 Reduced 15.95%	46,236 $126,000
Q1 2024 May 07, 2024	SELL	$2.02 - $2.63 $16,642 - $21,668	-8,239 Reduced 13.03%	55,012 $142,000
Q4 2023 Feb 08, 2024	BUY	$1.89 - $2.45 $4,929 - $6,389	2,608 Added 4.3%	63,251 $151,000
Q3 2023 Nov 09, 2023	SELL	$2.0 - $2.39 $17,464 - $20,869	-8,732 Reduced 12.59%	60,643 $129,000
Q2 2023 Aug 01, 2023	BUY	$2.09 - $2.46 $2,614 - $3,077	1,251 Added 1.84%	69,375 $152,000
Q1 2023 Apr 26, 2023	SELL	$2.18 - $2.6 $1,395 - $1,664	-640 Reduced 0.93%	68,124 $158,000
Q3 2022 Nov 09, 2022	BUY	$0.53 - $2.22 $514 - $2,155	971 Added 1.43%	68,764 $123,000
Q2 2022 Aug 02, 2022	BUY	$2.02 - $2.46 $3,145 - $3,830	1,557 Added 2.35%	67,793 $138,000
Q4 2021 Feb 10, 2022	BUY	$2.3 - $2.76 $152,342 - $182,811	66,236 New	66,236 $169,000

Others Institutions Holding LYG

# of Institutions

524

Shares Held

636M

Call Options Held

127K

Put Options Held

117K

View Full List

About Lloyds Banking Group plc

Ticker LYG
Exchange OTC
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 16,865,399,808
Market Cap $76.2B
Description
Lloyds Banking Group plc, together with its subsidiaries, provides a range of banking and financial services in the United Kingdom. It operates through three segments: Retail; Commercial Banking; and Insurance and Wealth. The Retail segment offers a range of financial service products, including current accounts, savings, mortgages, motor financ...

More about LYG

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Carson Allaria Wealth Management, Ltd. Lloyds Banking Group PLC Transaction History