Lloyd Advisory Services, Llc. Closed Holding Positions

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BY
Byline Bancorp, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
84
$23.0 - $26.25 $1.93K - $2.21K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
337
$68.15 - $92.25 $23K - $31.1K
AFG
American Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
85
$129.47 - $149.1 $11K - $12.7K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
22
$11.18 - $17.78 $246 - $391
ALTR
Altair Engineering Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
9
$49.37 - $64.79 $444 - $583
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Aug 15, 2022
80
$62.81 - $96.09 $5.02K - $7.69K
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
339
$59.99 - $83.83 $20.3K - $28.4K
SLVM
Sylvamo Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
26
$31.92 - $51.97 $830 - $1.35K
TPL
Texas Pacific Land Corp

Energy
Q2 2022 Filed on Aug 15, 2022
126
$1275.67 - $1746.23 $161K - $220K
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
182
$235.84 - $354.0 $42.9K - $64.4K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q2 2022 Filed on Aug 15, 2022
300
$62.21 - $73.88 $18.7K - $22.2K
USTB
Victory Portfolios Ii Victorys

ETFs
Q2 2022 Filed on Aug 15, 2022
3,668
$48.72 - $49.81 $179K - $183K
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
357
$141.45 - $185.43 $50.5K - $66.2K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
329
$1.48 - $2.64 $487 - $869
AGCO
Agco Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
134
$97.19 - $144.76 $13K - $19.4K
APG
A Pi Group Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
17
$14.3 - $21.04 $243 - $358
ACIW
Aci Worldwide, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
63
$24.08 - $30.05 $1.52K - $1.89K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
12
$113.52 - $144.47 $1.36K - $1.73K
ALL
Allstate Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
338
$119.53 - $143.86 $40.4K - $48.6K
CVGW
Calavo Growers Inc

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
42
$29.28 - $42.02 $1.23K - $1.76K
DVY
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
27
$113.21 - $132.14 $3.06K - $3.57K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
42
$67.01 - $82.22 $2.81K - $3.45K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
146
$104.73 - $109.51 $15.3K - $16K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 15, 2022
482
$88.4 - $105.81 $42.6K - $51K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
798
$34.33 - $38.36 $27.4K - $30.6K
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
151
$379.08 - $519.51 $57.2K - $78.4K
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Aug 15, 2022
437
$57.13 - $74.38 $25K - $32.5K
MCO
Moodys Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
513
$253.64 - $343.38 $130K - $176K
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
479
$78.77 - $160.42 $37.7K - $76.8K
Peoples United Financial Inc
Q2 2022 Filed on Aug 15, 2022
28
N/A
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
4
$134.91 - $172.49 $540 - $690
RRX
Regal Rexnord Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
122
$110.27 - $148.47 $13.5K - $18.1K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2022 Filed on Aug 15, 2022
453
$73.54 - $90.55 $33.3K - $41K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
46
N/A
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
484
$70.66 - $92.28 $34.2K - $44.7K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
413
$85.56 - $102.18 $35.3K - $42.2K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Aug 15, 2022
511
$229.64 - $292.39 $117K - $149K
HEIA
Heico Crp Cl A
Q2 2022 Filed on Aug 15, 2022
1,896
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
16
$442.09 - $527.11 $7.07K - $8.43K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
28
$194.2 - $261.13 $5.44K - $7.31K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Aug 15, 2022
1,431
$32.02 - $36.26 $45.8K - $51.9K
PH
Parker Hannifin Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
107
$236.37 - $290.58 $25.3K - $31.1K
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Aug 15, 2022
156
$139.49 - $172.67 $21.8K - $26.9K
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Aug 15, 2022
707
$48.35 - $52.44 $34.2K - $37.1K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
2,174
$66.31 - $83.95 $144K - $183K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q2 2022 Filed on Aug 15, 2022
0
$32.82 - $38.01 $0 - $0
CINF
Cincinnati Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
168
$112.7 - $141.25 $18.9K - $23.7K
CSGP
Costar Group, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
3,292
$54.19 - $67.64 $178K - $223K
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Aug 15, 2022
467
$50.91 - $108.6 $23.8K - $50.7K
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