Foundations Investment Advisors, LLC Lloyds Banking Group PLC Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 78,399 shares of LYG stock, worth $355,931. This represents 0.01% of its overall portfolio holdings.

Number of Shares

78,399

Previous 71,948 8.97%

Holding current value

$355,931

Previous $274,000 21.53%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$3.32 - $4.29 $21,417 - $27,674	6,451 Added 8.97%	78,399 $333,000
Q1 2025 May 07, 2025	SELL	$2.58 - $3.9 $25,952 - $39,230	-10,059 Reduced 12.27%	71,948 $274,000
Q4 2024 Jan 22, 2025	SELL	$2.67 - $3.23 $5,566 - $6,734	-2,085 Reduced 2.48%	82,007 $223,000
Q3 2024 Oct 21, 2024	BUY	$2.73 - $3.17 $7,747 - $8,996	2,838 Added 3.49%	84,092 $261,000
Q2 2024 Aug 02, 2024	BUY	$2.45 - $2.84 $11,091 - $12,856	4,527 Added 5.9%	81,254 $221,000
Q1 2024 May 13, 2024	SELL	$2.02 - $2.63 $28,671 - $37,330	-14,194 Reduced 15.61%	76,727 $198,000
Q4 2023 Feb 08, 2024	BUY	$1.89 - $2.45 $3,702 - $4,799	1,959 Added 2.2%	90,921 $217,000
Q3 2023 Oct 05, 2023	SELL	$2.0 - $2.39 $110,268 - $131,770	-55,134 Reduced 38.26%	88,962 $189,000
Q2 2023 Jul 19, 2023	SELL	$2.09 - $2.46 $87,497 - $102,987	-41,865 Reduced 22.51%	144,096 $317,000
Q1 2023 Apr 25, 2023	BUY	$2.18 - $2.6 $65,674 - $78,327	30,126 Added 19.33%	185,961 $431,000
Q4 2022 Jan 11, 2023	BUY	$1.72 - $2.28 $112,174 - $148,697	65,218 Added 71.97%	155,835 $0
Q3 2022 Oct 19, 2022	BUY	$0.53 - $2.22 $1,674 - $7,015	3,160 Added 3.61%	90,617 $162,000
Q2 2022 Jul 08, 2022	BUY	$2.02 - $2.46 $52,297 - $63,689	25,890 Added 42.05%	87,457 $173,000
Q1 2022 Apr 19, 2022	BUY	$2.11 - $3.0 $25,642 - $36,459	12,153 Added 24.59%	61,567 $143,000
Q4 2021 Jan 21, 2022	BUY	$2.3 - $2.76 $72,116 - $86,539	31,355 Added 173.63%	49,414 $143,000
Q3 2021 Oct 13, 2021	BUY	$2.27 - $2.6 $8,285 - $9,490	3,650 Added 25.33%	18,059 $45,000
Q2 2021 Jul 14, 2021	BUY	$2.28 - $2.83 $32,852 - $40,777	14,409 New	14,409 $37,000
Q1 2021 Apr 09, 2021	SELL	$1.76 - $2.33 $17,927 - $23,733	-10,186 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$1.31 - $2.09 $13,343 - $21,288	10,186 New	10,186 $20,000
Q2 2020 Jul 08, 2020	SELL	$1.29 - $1.85 $14,218 - $20,390	-11,022 Closed	0 $0
Q1 2020 Apr 06, 2020	BUY	$1.34 - $3.34 $14,769 - $36,813	11,022 New	11,022 $14,000

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 $76.6B
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...

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Foundations Investment Advisors, LLC Lloyds Banking Group PLC Transaction History