Marcum Wealth, LLC Lloyds Banking Group PLC Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Marcum Wealth, LLC holds 82,986 shares of LYG stock, worth $222,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares

82,986

Previous 82,780 0.25%

Holding current value

$222,402

Previous $225,000 14.67%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$2.73 - $3.17 $562 - $653	206 Added 0.25%	82,986 $258,000
Q2 2024 Jul 02, 2024	BUY	$2.45 - $2.84 $28,273 - $32,773	11,540 Added 16.2%	82,780 $225,000
Q1 2024 Apr 10, 2024	SELL	$2.02 - $2.63 $17,820 - $23,201	-8,822 Reduced 11.02%	71,240 $184,000
Q4 2023 Jan 10, 2024	SELL	$1.89 - $2.45 $6,361 - $8,246	-3,366 Reduced 4.03%	80,062 $191,000
Q3 2023 Oct 10, 2023	BUY	$2.0 - $2.39 $3,328 - $3,976	1,664 Added 2.04%	83,428 $177,000
Q2 2023 Jul 13, 2023	SELL	$2.09 - $2.46 $449 - $528	-215 Reduced 0.26%	81,764 $179,000
Q1 2023 Apr 19, 2023	BUY	$2.18 - $2.6 $29,266 - $34,905	13,425 Added 19.58%	81,979 $190,000
Q4 2022 Jan 12, 2023	BUY	$1.72 - $2.28 $9,589 - $12,710	5,575 Added 8.85%	68,554 $0
Q3 2022 Oct 11, 2022	BUY	$0.53 - $2.22 $4,213 - $17,649	7,950 Added 14.45%	62,979 $113,000
Q2 2022 Jul 14, 2022	BUY	$2.02 - $2.46 $543 - $661	269 Added 0.49%	55,029 $112,000
Q1 2022 Apr 20, 2022	BUY	$2.11 - $3.0 $26,486 - $37,659	12,553 Added 29.74%	54,760 $132,000
Q4 2021 Feb 01, 2022	BUY	$2.3 - $2.76 $34,624 - $41,549	15,054 Added 55.44%	42,207 $108,000
Q3 2021 Nov 08, 2021	BUY	$2.27 - $2.6 $167 - $192	74 Added 0.27%	27,153 $67,000
Q2 2021 Aug 10, 2021	BUY	$2.28 - $2.83 $2,056 - $2,552	902 Added 3.45%	27,079 $69,000
Q1 2021 May 11, 2021	BUY	$1.76 - $2.33 $1,617 - $2,141	919 Added 3.64%	26,177 $61,000
Q4 2020 Feb 09, 2021	SELL	$1.31 - $2.09 $2,564 - $4,092	-1,958 Reduced 7.19%	25,258 $50,000
Q3 2020 Nov 09, 2020	SELL	$1.18 - $1.54 $9,471 - $12,361	-8,027 Reduced 22.78%	27,216 $35,000
Q1 2020 May 14, 2020	BUY	$1.34 - $3.34 $13,622 - $33,954	10,166 Added 40.54%	35,243 $53,000
Q4 2019 Feb 13, 2020	BUY	$2.44 - $3.57 $61,187 - $89,524	25,077 New	25,077 $83,000

Others Institutions Holding LYG

# of Institutions

453

Shares Held

374M

Call Options Held

59.8K

Put Options Held

191K

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 $45.2B
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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Marcum Wealth, LLC Lloyds Banking Group PLC Transaction History