A detailed history of Baker Tilly Wealth Management, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 38,048 shares of LYG stock, worth $114,524. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,048
Previous 38,489 1.15%
Holding current value
$114,524
Previous $119,000 13.45%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025

SELL
$2.67 - $3.23 $1,177 - $1,424
-441 Reduced 1.15%
38,048 $103,000
Q3 2024

Oct 24, 2024

BUY
$2.73 - $3.17 $49,391 - $57,351
18,092 Added 88.7%
38,489 $119,000
Q2 2024

Jul 18, 2024

BUY
$2.45 - $2.84 $49,972 - $57,927
20,397 New
20,397 $55,000
Q3 2022

Oct 20, 2022

SELL
$0.53 - $2.22 $273 - $1,145
-516 Reduced 4.18%
11,825 $21,000
Q2 2022

Jul 28, 2022

BUY
$2.02 - $2.46 $228 - $277
113 Added 0.92%
12,341 $25,000
Q1 2022

Apr 27, 2022

SELL
$2.11 - $3.0 $17,276 - $24,564
-8,188 Reduced 40.11%
12,228 $29,000
Q4 2021

Feb 08, 2022

BUY
$2.3 - $2.76 $5,738 - $6,886
2,495 Added 13.92%
20,416 $52,000
Q3 2021

Nov 02, 2021

SELL
$2.27 - $2.6 $15,492 - $17,745
-6,825 Reduced 27.58%
17,921 $44,000
Q2 2021

Jul 30, 2021

BUY
$2.28 - $2.83 $30,285 - $37,590
13,283 Added 115.88%
24,746 $63,000
Q4 2020

Feb 03, 2021

BUY
$1.31 - $2.09 $15,016 - $23,957
11,463 New
11,463 $22,000

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 $50.8B
  • 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 Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.