Lloyd Advisory Services’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$991 Buy
2024
Q2
Sell
2024
Q1
$1.69M Buy
2023
Q4
$437K Buy
2022
Q3
Sell
2022
Q2
$202K Buy
2022
Q1
$125K Buy
2021
Q4
$85K Buy