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Lloyd Advisory Services’s Best Buy BBY Stock Holding History

Lloyd Advisory Services’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– -$15 – 876
2025
Q4 		– Hold
0
– – – 552
2022
Q2 		– Sell
-333
Closed -$30K – 117
2022
Q1 		$30K Buy
333
+9
+3% +$892 0.01% 288
2021
Q4 		$33K Hold
324
– – 0.02% 251
2021
Q3 		$34K Sell
324
-3
-0.9% -$337 0.02% 196
2021
Q2 		$38K Sell
327
-35
-10% -$4.08K 0.02% 180
2021
Q1 		$42K Hold
362
– – 0.02% 152
2020
Q4 		$36K Hold
362
– – 0.02% 138
2020
Q3 		$40K Sell
362
-135
-27% -$13.8K 0.02% 112
2020
Q2 		$43K Sell
497
-3
-0.6% -$227 0.03% 107
2020
Q1 		$28K Sell
500
-73
-13% -$5.79K 0.02% 127
2019
Q4 		$50K Buy
+573
New +$43.8K 0.05% 115

Other funds holding BBY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return