Valeo Financial Advisors, LLC Lloyds Banking Group PLC Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Lloyds Banking Group PLC stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 76,681 shares of LYG stock, worth $369,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares

76,681

Previous 60,214 27.35%

Holding current value

$369,602

Previous $255,000 36.47%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$4.03 - $4.63 $66,362 - $76,242	16,467 Added 27.35%	76,681 $348,000
Q2 2025 Jul 22, 2025	BUY	$3.32 - $4.29 $11,095 - $14,337	3,342 Added 5.88%	60,214 $255,000
Q1 2025 Apr 30, 2025	BUY	$2.58 - $3.9 $20,247 - $30,607	7,848 Added 16.01%	56,872 $217,000
Q3 2024 Oct 10, 2024	BUY	$2.73 - $3.17 $139 - $161	51 Added 0.1%	49,024 $152,000
Q2 2024 Jul 10, 2024	BUY	$2.45 - $2.84 $4,503 - $5,219	1,838 Added 3.9%	48,973 $133,000

Q1 2024 Apr 25, 2024	BUY	$2.02 - $2.63 $5,583 - $7,269	2,764 Added 6.23%	47,135 $122,000
Q1 2024 Apr 19, 2024	BUY	$2.02 - $2.63 $9,090 - $11,835	4,500 Added 11.29%	44,371 $114,000
Q4 2023 Jan 29, 2024	SELL	$1.89 - $2.45 $23,566 - $30,549	-12,469 Reduced 23.82%	39,871 $95,000
Q3 2023 Oct 19, 2023	SELL	$2.0 - $2.39 $5,944 - $7,103	-2,972 Reduced 5.37%	52,340 $111,000
Q2 2023 Jul 14, 2023	BUY	$2.09 - $2.46 $49,574 - $58,351	23,720 Added 75.08%	55,312 $121,000
Q1 2023 Apr 17, 2023	BUY	$2.18 - $2.6 $1,526 - $1,820	700 Added 2.27%	31,592 $73,000
Q4 2022 Feb 09, 2023	BUY	$1.72 - $2.28 $53,134 - $70,433	30,892 New	30,892 $68,000
Q4 2021 Jan 07, 2022	SELL	$2.3 - $2.76 $55,501 - $66,601	-24,131 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$2.27 - $2.6 $8,909 - $10,205	3,925 Added 19.42%	24,131 $59,000
Q2 2020 Jul 20, 2020	BUY	$1.29 - $1.85 $25,051 - $35,927	19,420 Added 2470.74%	20,206 $30,000
Q1 2020 Apr 13, 2020	SELL	$1.34 - $3.34 $1,419 - $3,537	-1,059 Reduced 57.4%	786 $1,000
Q4 2019 Jan 24, 2020	BUY	$2.44 - $3.57 $585 - $856	240 Added 14.95%	1,845 $6,000
Q1 2019 Apr 12, 2019	BUY	$2.55 - $3.43 $2,050 - $2,757	804 Added 100.37%	1,605 $5,000
Q4 2018 Jan 30, 2019	SELL	$2.48 - $3.07 $3,310 - $4,098	-1,335 Reduced 62.5%	801 $2,000
Q3 2018 Nov 01, 2018	SELL	$3.04 - $3.36 $42,590 - $47,073	-14,010 Reduced 86.77%	2,136 $6,000
Q2 2018 Aug 14, 2018	SELL	$3.24 - $3.96 $7,176 - $8,771	-2,215 Reduced 12.06%	16,146 $51,000
Q1 2018 Apr 12, 2018	BUY	$3.68 - $4.19 $63,336 - $72,114	17,211 Added 1496.61%	18,361 $68,000
Q4 2017 Feb 09, 2018	BUY	$3.5 - $3.75 $4,025 - $4,312	1,150	1,150 $4,000

Others Institutions Holding LYG

# of Institutions

530

Shares Held

506M

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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Valeo Financial Advisors, LLC Lloyds Banking Group PLC Transaction History