A detailed history of Creative Planning transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Creative Planning holds 822,309 shares of LYG stock, worth $2.56 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
822,309
Previous 659,940 24.6%
Holding current value
$2.56 Million
Previous $1.71 Million 31.3%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$2.45 - $2.84 $397,804 - $461,127
162,369 Added 24.6%
822,309 $2.24 Million
Q1 2024

May 10, 2024

BUY
$2.02 - $2.63 $153,455 - $199,795
75,968 Added 13.01%
659,940 $1.71 Million
Q4 2023

Feb 14, 2024

BUY
$1.89 - $2.45 $427,533 - $554,209
226,208 Added 63.23%
583,972 $1.4 Million
Q3 2023

Nov 16, 2023

SELL
$2.0 - $2.39 $39,172 - $46,810
-19,586 Reduced 5.19%
357,764 $762,000
Q2 2023

Jul 21, 2023

BUY
$2.09 - $2.46 $99,176 - $116,734
47,453 Added 14.38%
377,350 $830,000
Q1 2023

May 15, 2023

BUY
$2.18 - $2.6 $386,934 - $461,481
177,493 Added 116.46%
329,897 $765,000
Q4 2022

Feb 10, 2023

SELL
$1.72 - $2.28 $70,690 - $93,705
-41,099 Reduced 21.24%
152,404 $336,000
Q3 2022

Nov 03, 2022

BUY
$0.53 - $2.22 $28,653 - $120,022
54,064 Added 38.77%
193,503 $346,000
Q2 2022

Aug 15, 2022

BUY
$2.02 - $2.46 $129,510 - $157,720
64,114 Added 85.12%
139,439 $284,000
Q1 2022

May 16, 2022

SELL
$2.11 - $3.0 $16,698 - $23,742
-7,914 Reduced 9.51%
75,325 $182,000
Q4 2021

Feb 11, 2022

BUY
$2.3 - $2.76 $68,595 - $82,314
29,824 Added 55.83%
83,239 $212,000
Q3 2021

Nov 10, 2021

BUY
$2.27 - $2.6 $16,530 - $18,933
7,282 Added 15.78%
53,415 $131,000
Q2 2021

Aug 04, 2021

SELL
$2.28 - $2.83 $43,304 - $53,750
-18,993 Reduced 29.16%
46,133 $118,000
Q1 2021

Apr 30, 2021

BUY
$1.76 - $2.33 $64,861 - $85,867
36,853 Added 130.35%
65,126 $151,000
Q4 2020

Jan 29, 2021

SELL
$1.31 - $2.09 $24,989 - $39,868
-19,076 Reduced 40.29%
28,273 $55,000
Q3 2020

Nov 05, 2020

SELL
$1.18 - $1.54 $52,381 - $68,362
-44,391 Reduced 48.39%
47,349 $62,000
Q2 2020

Jul 23, 2020

BUY
$1.29 - $1.85 $8,288 - $11,886
6,425 Added 7.53%
91,740 $138,000
Q1 2020

May 05, 2020

BUY
$1.34 - $3.34 $2,428 - $6,052
1,812 Added 2.17%
85,315 $129,000
Q4 2019

Jan 30, 2020

BUY
$2.44 - $3.57 $50,281 - $73,566
20,607 Added 32.76%
83,503 $276,000
Q3 2019

Nov 01, 2019

BUY
$2.31 - $2.89 $24,174 - $30,243
10,465 Added 19.96%
62,896 $166,000
Q2 2019

Jul 26, 2019

SELL
$2.83 - $3.46 $10,697 - $13,078
-3,780 Reduced 6.72%
52,431 $149,000
Q1 2019

Apr 24, 2019

BUY
$2.55 - $3.43 $17,222 - $23,166
6,754 Added 13.66%
56,211 $180,000
Q4 2018

Feb 01, 2019

SELL
$2.48 - $3.07 $54,086 - $66,953
-21,809 Reduced 30.6%
49,457 $127,000
Q3 2018

Oct 25, 2018

SELL
$3.04 - $3.36 $308,991 - $341,517
-101,642 Reduced 58.78%
71,266 $217,000
Q2 2018

Jul 20, 2018

SELL
$3.24 - $3.96 $29,850 - $36,483
-9,213 Reduced 5.06%
172,908 $576,000
Q1 2018

Apr 18, 2018

BUY
$3.68 - $4.19 $28,851 - $32,849
7,840 Added 4.5%
182,121 $677,000
Q4 2017

Jan 17, 2018

BUY
$3.5 - $3.75 $3,416 - $3,660
976 Added 0.56%
174,281 $654,000
Q3 2017

Oct 17, 2017

BUY
$3.27 - $3.66 $566,707 - $634,296
173,305
173,305 $634,000

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 $52.5B
  • 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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.