Lloyds TSB shares owned by Forum Financial Management
Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Lloyds TSB
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Quarterly reported holdings in Lloyds TSB by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 182k | 4.54 |
| 2025-06-30 | $773k | 182k | 4.25 |
| 2025-03-31 | $695k | 182k | 3.82 |
| 2024-12-31 | $495k | 182k | 2.72 |
| 2024-09-30 | $418k | 134k | 3.12 |
| 2024-06-30 | $366k | 134k | 2.73 |
| 2024-03-31 | $172k | 66k | 2.59 |
| 2023-12-31 | $158k | 66k | 2.39 |
| 2023-09-30 | $211k | 99k | 2.13 |
| 2023-06-30 | $218k | 99k | 2.20 |
| 2023-03-31 | $230k | 99k | 2.32 |
| 2022-12-31 | $263k | 120k | 2.20 |
| 2022-09-30 | $214k | 120k | 1.79 |
| 2022-06-30 | $244k | 120k | 2.04 |
| 2022-03-31 | $288k | 120k | 2.41 |
| 2021-12-31 | $305k | 120k | 2.55 |
More positions owned by Forum Financial Management
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