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 55,012 shares of LYG stock, worth $162,285. This represents 0.09% of its overall portfolio holdings.

Number of Shares
55,012
Previous 63,251 13.03%
Holding current value
$162,285
Previous $151,000 5.96%
% of portfolio
0.09%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Lloyds Banking Group plc


  • Ticker LYG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 16,865,399,808
  • Market Cap $49.8B
  • 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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