A detailed history of Robertson Stephens Wealth Management, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 12,608 shares of LYG stock, worth $56,988. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,608
Previous 10,836 16.35%
Holding current value
$56,988
Previous $41,000 29.27%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$3.32 - $4.29 $5,883 - $7,601
1,772 Added 16.35%
12,608 $53,000
Q1 2025

Apr 17, 2025

BUY
$2.58 - $3.9 $619 - $936
240 Added 2.27%
10,836 $41,000
Q3 2024

Nov 12, 2024

SELL
$2.73 - $3.17 $7,256 - $8,425
-2,658 Reduced 20.05%
10,596 $32,000
Q2 2024

Aug 13, 2024

BUY
$2.45 - $2.84 $7,786 - $9,025
3,178 Added 31.54%
13,254 $36,000
Q3 2023

Nov 13, 2023

BUY
$2.0 - $2.39 $20,152 - $24,081
10,076 New
10,076 $21,000

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 $76.2B
  • 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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