Lloyds TSB shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Lloyds TSB
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Quarterly reported holdings in Lloyds TSB by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124k | 27k | 4.54 |
| 2025-06-30 | $116k | 27k | 4.25 |
| 2025-03-31 | $78k | 20k | 3.82 |
| 2024-12-31 | $44k | 16k | 2.72 |
| 2024-09-30 | $44k | 14k | 3.12 |
| 2024-06-30 | $31k | 11k | 2.73 |
| 2022-09-30 | $41k | 23k | 1.79 |
| 2022-06-30 | $78k | 38k | 2.03 |
| 2022-03-31 | $81k | 34k | 2.42 |
| 2021-12-31 | $108k | 43k | 2.54 |
| 2021-09-30 | $72k | 29k | 2.45 |
| 2021-06-30 | $75k | 30k | 2.54 |
| 2021-03-31 | $27k | 12k | 2.29 |
| 2020-12-31 | $1.0k | 691 | 1.45 |
| 2020-03-31 | $16k | 12k | 1.33 |
| 2019-12-31 | $202k | 61k | 3.30 |
| 2019-09-30 | $166k | 63k | 2.63 |
| 2019-06-30 | $108k | 38k | 2.85 |
| 2019-03-31 | $121k | 38k | 3.21 |
| 2018-12-31 | $65k | 25k | 2.58 |
| 2018-09-30 | $194k | 64k | 3.04 |
| 2018-06-30 | $243k | 73k | 3.33 |
| 2018-03-31 | $270k | 73k | 3.72 |
| 2017-12-31 | $55k | 15k | 3.73 |
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