Back to LLOBF
Valeo Financial Advisors, LLC → LLOBF
Valeo Financial Advisors, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
5
Latest value
$332K
Q3 2026
Peak value
$410K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $348K |
| Q4 2025 | $410K |
| Q1 2026 | $231K |
| Q2 2026 | $317K |
| Q3 2026 | $332K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $332K | 59.0K | — | — |
| Q2 2026 | $317K | 54.5K | — | — |
| Q1 2026 | $231K | 45.9K | — | — |
| Q4 2025 | $410K | 77.4K | — | — |
| Q3 2025 | $348K | 76.7K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M