A detailed history of Holistic Financial Partners transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Holistic Financial Partners holds 10,874 shares of LYG stock, worth $29,251. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,874
Previous 30,041 63.8%
Holding current value
$29,251
Previous $82,000 59.76%
% of portfolio
0.02%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$2.73 - $3.17 $52,325 - $60,759
-19,167 Reduced 63.8%
10,874 $33,000
Q2 2024

Jul 30, 2024

SELL
$2.45 - $2.84 $4,941 - $5,728
-2,017 Reduced 6.29%
30,041 $82,000
Q2 2023

Aug 09, 2023

SELL
$2.09 - $2.46 $19,704 - $23,192
-9,428 Reduced 22.73%
32,058 $70,000
Q1 2023

May 04, 2023

SELL
$2.18 - $2.6 $497 - $592
-228 Reduced 0.55%
41,486 $96,000
Q1 2022

May 13, 2022

BUY
$2.11 - $3.0 $31,945 - $45,420
15,140 Added 56.97%
41,714 $101,000
Q4 2021

Feb 11, 2022

BUY
$2.3 - $2.76 $61,120 - $73,344
26,574 New
26,574 $68,000
Q4 2018

Feb 11, 2019

SELL
$2.48 - $3.07 $38,732 - $47,947
-15,618 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$3.68 - $4.19 $3,183 - $3,624
865 Added 5.86%
15,618 $58,000
Q4 2017

Feb 09, 2018

BUY
$3.5 - $3.75 $51,635 - $55,323
14,753
14,753 $55,000

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 $45.4B
  • 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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