Lloyd Advisory Services’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,835
+2
| +0.1% | +$210 | 0.14% | 70 |
|
|
2025
Q1 | $283K | Sell |
2,833
-165
| -6% | -$16.5K | 0.14% | 72 |
|
|
2024
Q4 | $328K | Buy |
2,998
+2
| +0.1% | +$219 | 0.16% | 67 |
|
|
2024
Q3 | $344K | Hold |
2,996
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $299K | Buy |
+2,996
| New | +$299K | 0.14% | 73 |
|
|
2024
Q1 | – | Sell |
-3,176
| Closed | -$340K | – | 142 |
|
|
2023
Q4 | $340K | Buy |
+3,176
| New | +$340K | 0.16% | 75 |
|
|
2022
Q4 | $292K | Hold |
3,394
| – | – | 0.2% | 40 |
|
|
2022
Q3 | $255K | Hold |
3,394
| – | – | 0.19% | 41 |
|
|
2022
Q2 | $270K | Buy |
+3,394
| New | +$270K | 0.21% | 52 |
|
|
2020
Q1 | – | Sell |
-4,207
| Closed | -$352K | – | 323 |
|
|
2019
Q4 | $352K | Buy |
+4,207
| New | +$352K | 0.32% | 44 |
|