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Lloyd Advisory Services’s Enbridge ENB Stock Holding History

Lloyd Advisory Services’s Portfolio ENB Stock Details ENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.52K Sell
102
-4,674
-98% -$238K ﹤0.01% 546
2025
Q4 		$228K Sell
4,776
-217
-4% -$10.4K 0.09% 106
2025
Q3 		$252K Sell
4,993
-5
-0.1% -$235 0.12% 75
2025
Q2 		$227K Sell
4,998
-37
-0.7% -$1.68K 0.11% 91
2025
Q1 		$223K Sell
5,035
-256
-5% -$11.1K 0.11% 89
2024
Q4 		$224K Sell
5,291
-641
-11% -$26.8K 0.11% 88
2024
Q3 		$241K Buy
5,932
+15
+0.3% +$578 0.12% 86
2024
Q2 		$211K Buy
+5,917
New +$211K 0.1% 89
2022
Q1 		– Sell
-5,172
Closed -$202K – 617
2021
Q4 		$202K Buy
5,172
+26
+0.5% +$1.04K 0.09% 83
2021
Q3 		$205K Sell
5,146
-164
-3% -$6.47K 0.11% 73
2021
Q2 		$213K Buy
+5,310
New +$205K 0.11% 74
2021
Q1 		– Sell
-4,132
Closed -$132K – 386
2020
Q4 		$132K Buy
+4,132
New +$126K 0.07% 68
2020
Q3 		– Sell
-4,930
Closed -$150K – 342
2020
Q2 		$150K Buy
+4,930
New +$151K 0.09% 67
2020
Q1 		– Sell
-4,221
Closed -$168K – 307
2019
Q4 		$168K Buy
+4,221
New +$158K 0.15% 76

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GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
VCM
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return