A detailed history of Mount Yale Investment Advisors, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 176,361 shares of LYG stock, worth $481,465. This represents 0.05% of its overall portfolio holdings.

Number of Shares
176,361
Previous 190,523 7.43%
Holding current value
$481,465
Previous $520,000 5.38%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$2.73 - $3.17 $38,662 - $44,893
-14,162 Reduced 7.43%
176,361 $548,000
Q2 2024

Aug 13, 2024

SELL
$2.45 - $2.84 $2,672 - $3,098
-1,091 Reduced 0.57%
190,523 $520,000
Q1 2024

May 15, 2024

BUY
$2.02 - $2.63 $387,060 - $503,944
191,614 New
191,614 $496,000
Q4 2018

Feb 14, 2019

SELL
$2.48 - $3.07 $64,948 - $80,400
-26,189 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$3.04 - $3.36 $155 - $171
-51 Reduced 0.19%
26,189 $80,000
Q2 2018

Aug 22, 2018

BUY
$3.24 - $3.96 $278 - $340
86 Added 0.33%
26,240 $87,000
Q1 2018

Jun 25, 2018

BUY
$3.68 - $4.19 $96,246 - $109,585
26,154 New
26,154 $97,000

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 $46B
  • 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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.