Lido Advisors’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $985K | Sell |
88,768
-1,675
| -2% | -$18.5K | ﹤0.01% | 1098 |
|
|
2026
Q1 | $1.02M | Sell |
90,443
-194
| -0.2% | -$2.18K | ﹤0.01% | 959 |
|
|
2025
Q4 | $1.03M | Hold |
90,637
| – | – | ﹤0.01% | 992 |
|
|
2025
Q3 | $1.03M | Sell |
90,637
-11
| -0% | -$120 | ﹤0.01% | 942 |
|
|
2025
Q2 | $1.01M | Hold |
90,648
| – | – | ﹤0.01% | 846 |
|
|
2025
Q1 | $1.05M | Buy |
90,648
+3,498
| +4% | +$42.6K | ﹤0.01% | 759 |
|
|
2024
Q4 | $1.17M | Sell |
87,150
-1,850
| -2% | -$23.1K | 0.01% | 703 |
|
|
2024
Q3 | $1M | Hold |
89,000
| – | – | 0.01% | 708 |
|
|
2024
Q2 | $939K | Sell |
89,000
-1,000
| -1% | -$11.2K | 0.01% | 684 |
|
|
2024
Q1 | $962K | Sell |
90,000
-32,259
| -26% | -$365K | 0.01% | 667 |
|
|
2023
Q4 | $1.16M | Sell |
122,259
-600
| -0.5% | -$4.83K | 0.01% | 561 |
|
|
2023
Q3 | $904K | Sell |
122,859
-47,590
| -28% | -$308K | 0.01% | 572 |
|
|
2023
Q2 | $760K | Sell |
170,449
-75,017
| -31% | -$324K | 0.01% | 609 |
|
|
2023
Q1 | $692K | Sell |
245,466
-14,999
| -6% | -$30.1K | 0.01% | 571 |
|
|
2022
Q4 | $276K | Buy |
260,465
+45,363
| +21% | +$21.7K | ﹤0.01% | 814 |
|
|
2022
Q3 | $137K | Buy |
215,102
+40,000
| +23% | +$42.5K | ﹤0.01% | 905 |
|
|
2022
Q2 | $273K | Hold |
175,102
| – | – | ﹤0.01% | 781 |
|
|
2022
Q1 | $579K | Buy |
175,102
+2,923
| +2% | +$11.1K | 0.01% | 558 |
|
|
2021
Q4 | $747K | Buy |
172,179
+2,152
| +1% | +$9.23K | 0.01% | 488 |
|
|
2021
Q3 | $617K | Buy |
170,027
+2,458
| +1% | +$9.87K | 0.01% | 519 |
|
|
2021
Q2 | $955K | Buy |
167,569
+1,739
| +1% | +$10.6K | 0.01% | 388 |
|
|
2021
Q1 | $1.2M | Buy |
165,830
+1,446
| +0.9% | +$9.2K | 0.02% | 298 |
|
|
2020
Q4 | $940K | Buy |
164,384
+1,982
| +1% | +$10K | 0.02% | 323 |
|
|
2020
Q3 | $984K | Buy |
162,402
+1,160
| +0.7% | +$8.9K | 0.03% | 257 |
|
|
2020
Q2 | $1.26M | Buy |
161,242
+1,224
| +0.8% | +$9.93K | 0.04% | 206 |
|
|
2020
Q1 | $1.48M | Buy |
160,018
+1,034
| +0.7% | +$10.4K | 0.06% | 173 |
|
|
2019
Q4 | $2M | Buy |
158,984
+755
| +0.5% | +$9.59K | 0.08% | 141 |
|
|
2019
Q3 | $2.21M | Buy |
158,229
+748
| +0.5% | +$9.64K | 0.11% | 114 |
|
|
2019
Q2 | $2.25M | Buy |
157,481
+667
| +0.4% | +$9.95K | 0.13% | 101 |
|
|
2019
Q1 | $2.49M | Buy |
156,814
+580
| +0.4% | +$9.38K | 0.16% | 90 |
|
|
2018
Q4 | $2.6M | Buy |
156,234
+488
| +0.3% | +$9.28K | 0.26% | 61 |
|
|
2018
Q3 | $3.48M | Sell |
155,746
-7,547
| -5% | -$156K | 0.34% | 44 |
|
|
2018
Q2 | $3.2M | Sell |
163,293
-7,412
| -4% | -$147K | 0.37% | 43 |
|
|
2018
Q1 | $3.27M | Sell |
170,705
-9,478
| -5% | -$182K | 0.45% | 40 |
|
|
2017
Q4 | $3.11M | Sell |
180,183
-2,617
| -1% | -$42.5K | 0.44% | 36 |
|
|
2017
Q3 | $2.88M | Buy |
+182,800
| New | +$2.91M | 0.46% | 34 |
|
Other funds holding ACIC
TCM
PAIM
Lido Advisors's ACIC Position: Q2 2026 in Review
Lido Advisors reduced its American Coastal Insurance (ACIC) stake by 1.9% in Q2 2026, selling an estimated $18.5K and leaving 88,768 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.
Lido Advisors first reported a position in ACIC in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.48M in Q3 2018. 135 funds tracked by Wall St. Rank hold ACIC as of Q2 2026.
- Lido Advisors held 88,768 shares of American Coastal Insurance worth $985K as of Q2 2026.
- Lido Advisors sold 1,675 American Coastal Insurance shares in Q2 2026, an estimated $18.5K.
- American Coastal Insurance made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1098 holding.
- Lido Advisors first reported a position in American Coastal Insurance in Q3 2017 and has held it in 36 quarters since.
- Lido Advisors's American Coastal Insurance position peaked at $3.48M in Q3 2018.
- 135 funds tracked by Wall St. Rank held American Coastal Insurance as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.