Legacy Financial Advisors, Inc. Lloyds Banking Group PLC Transaction History

Legacy Financial Advisors, Inc.

$602 Million
Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 42,999 shares of LYG stock, worth $207,255. This represents 0.03% of its overall portfolio holdings.

Number of Shares

42,999

Holding current value

$207,255

% of portfolio

0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$4.03 - $4.63 $173,285 - $199,085	42,999 New	42,999 $195,000
Q1 2025 May 14, 2025	SELL	$2.58 - $3.9 $24,786 - $37,467	-9,607 Reduced 24.11%	30,235 $115,000
Q4 2024 Feb 13, 2025	SELL	$2.67 - $3.23 $11,390 - $13,779	-4,266 Reduced 9.67%	39,842 $108,000
Q3 2024 Nov 13, 2024	SELL	$2.73 - $3.17 $4,299 - $4,992	-1,575 Reduced 3.45%	44,108 $137,000
Q2 2024 Aug 13, 2024	SELL	$2.45 - $2.84 $4,196 - $4,864	-1,713 Reduced 3.61%	45,683 $124,000

Q1 2024 May 14, 2024	SELL	$2.02 - $2.63 $13,594 - $17,699	-6,730 Reduced 12.43%	47,396 $122,000
Q4 2023 Feb 13, 2024	BUY	$1.89 - $2.45 $102,298 - $132,608	54,126 New	54,126 $129,000
Q3 2023 Nov 13, 2023	BUY	$2.0 - $2.39 $9,090 - $10,862	4,545 Added 12.63%	40,539 $86,000
Q2 2023 Aug 08, 2023	SELL	$2.09 - $2.46 $3,966 - $4,669	-1,898 Reduced 5.01%	35,994 $79,000
Q1 2023 May 03, 2023	BUY	$2.18 - $2.6 $6,718 - $8,013	3,082 Added 8.85%	37,892 $87,000
Q4 2022 Feb 06, 2023	BUY	$1.72 - $2.28 $5,946 - $7,881	3,457 Added 11.03%	34,810 $76,000
Q3 2022 Nov 09, 2022	BUY	$0.53 - $2.22 $16,617 - $69,603	31,353 New	31,353 $56,000
Q2 2022 Aug 08, 2022	SELL	$2.02 - $2.46 $37,020 - $45,084	-18,327 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$2.11 - $3.0 $38,669 - $54,981	18,327 New	18,327 $44,000
Q1 2020 May 12, 2020	SELL	$1.34 - $3.34 $30,677 - $76,465	-22,894 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$2.44 - $3.57 $22,679 - $33,183	-9,295 Reduced 28.88%	22,894 $76,000
Q3 2019 Nov 07, 2019	BUY	$2.31 - $2.89 $13,622 - $17,042	5,897 Added 22.43%	32,189 $85,000
Q2 2019 Aug 07, 2019	BUY	$2.83 - $3.46 $2,897 - $3,543	1,024 Added 4.05%	26,292 $75,000
Q1 2019 May 14, 2019	BUY	$2.55 - $3.43 $4,643 - $6,246	1,821 Added 7.77%	25,268 $81,000
Q4 2018 Jan 16, 2019	BUY	$2.48 - $3.07 $55,770 - $69,038	22,488 Added 2344.94%	23,447 $60,000
Q3 2018 Oct 30, 2018	BUY	$3.04 - $3.36 $541 - $598	178 Added 22.79%	959 $2,000
Q2 2018 Jul 17, 2018	BUY	$3.24 - $3.96 $2,530 - $3,092	781 New	781 $3,000
Q1 2018 Apr 12, 2018	SELL	$3.68 - $4.19 $9,476 - $10,789	-2,575 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$3.5 - $3.75 $9,012 - $9,656	2,575	2,575 $9,000

Others Institutions Holding LYG

# of Institutions

540

Shares Held

507M

Call Options Held

52.8K

Put Options Held

42.1K

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 $81.3B
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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Legacy Financial Advisors, Inc. Lloyds Banking Group PLC Transaction History