Number of Shares
285,949.00
Current Holdings Value*
$10.58 Mil
% of Portfolio
5.11%
Total Estimate Gain
$-2.21 Mil
% of Total Estimate Gain
-18.33%

Lloyd Advisory Services, LLC.'s AZBO Holding Summary

As of 2025-06-30, Lloyd Advisory Services, LLC. held 285,949.00 shares of AZBO(AZBO), totaling $10.58 Mil. This investment constitutes 5.11% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds -% of the outstanding AZBO(AZBO) stock.

The initial trade took place in 2022Q3. And since then Lloyd Advisory Services, LLC. has made 2 purchases of AZBO, at an average price of $34.41, for a total of 349,960.00 shares. In addition, there have been 3 sales at an average price of $30.41 for 64,011.00 shares. Based on historical transaction data and AZBO's current price of $27.59, Lloyd Advisory Services, LLC.'s estimated gain on his AZBO holdings is $-2.21 Mil, reflecting a -18.33% gain to date.

Lloyd Advisory Services, LLC. AZBO ($27.59) Holding Chart

Lloyd Advisory Services, LLC. AZBO ($27.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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