Lloyds TSB shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Lloyds TSB
Tip: Access up to 7 years of quarterly data
All positions including Lloyds TSB held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lloyds TSB by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34k | 11k | 3.12 |
| 2024-06-30 | $82k | 30k | 2.73 |
| 2024-03-31 | $83k | 32k | 2.59 |
| 2023-12-31 | $77k | 32k | 2.39 |
| 2023-09-30 | $68k | 32k | 2.13 |
| 2023-06-30 | $71k | 32k | 2.20 |
| 2023-03-31 | $96k | 42k | 2.32 |
| 2022-12-31 | $92k | 42k | 2.20 |
| 2022-09-30 | $75k | 42k | 1.80 |
| 2022-06-30 | $85k | 42k | 2.04 |
| 2022-03-31 | $101k | 42k | 2.42 |
| 2021-12-31 | $68k | 27k | 2.56 |
| 2018-09-30 | $47k | 16k | 3.01 |
| 2018-06-30 | $52k | 16k | 3.33 |
| 2018-03-31 | $58k | 16k | 3.71 |
| 2017-12-31 | $55k | 15k | 3.73 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners