Lido Advisors’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
90,648
| – | – | ﹤0.01% | 765 |
|
|
2025
Q1 | $1.05M | Buy |
90,648
+3,498
| +4% | +$40.5K | ﹤0.01% | 711 |
|
|
2024
Q4 | $1.17M | Sell |
87,150
-1,850
| -2% | -$24.9K | 0.01% | 651 |
|
|
2024
Q3 | $1M | Hold |
89,000
| – | – | 0.01% | 649 |
|
|
2024
Q2 | $939K | Sell |
89,000
-1,000
| -1% | -$10.6K | 0.01% | 629 |
|
|
2024
Q1 | $962K | Sell |
90,000
-32,259
| -26% | -$345K | 0.01% | 612 |
|
|
2023
Q4 | $1.16M | Sell |
122,259
-600
| -0.5% | -$5.68K | 0.01% | 513 |
|
|
2023
Q3 | $904K | Sell |
122,859
-47,590
| -28% | -$350K | 0.01% | 519 |
|
|
2023
Q2 | $760K | Sell |
170,449
-75,017
| -31% | -$335K | 0.01% | 552 |
|
|
2023
Q1 | $692K | Sell |
245,466
-14,999
| -6% | -$42.3K | 0.01% | 518 |
|
|
2022
Q4 | $276K | Buy |
260,465
+45,363
| +21% | +$48.1K | ﹤0.01% | 727 |
|
|
2022
Q3 | $137K | Buy |
215,102
+40,000
| +23% | +$25.5K | ﹤0.01% | 796 |
|
|
2022
Q2 | $273K | Hold |
175,102
| – | – | ﹤0.01% | 684 |
|
|
2022
Q1 | $579K | Buy |
175,102
+2,923
| +2% | +$9.67K | 0.01% | 496 |
|
|
2021
Q4 | $747K | Buy |
172,179
+2,152
| +1% | +$9.34K | 0.01% | 434 |
|
|
2021
Q3 | $617K | Buy |
170,027
+2,458
| +1% | +$8.92K | 0.01% | 452 |
|
|
2021
Q2 | $955K | Buy |
167,569
+1,739
| +1% | +$9.91K | 0.01% | 344 |
|
|
2021
Q1 | $1.2M | Buy |
165,830
+1,446
| +0.9% | +$10.4K | 0.02% | 269 |
|
|
2020
Q4 | $940K | Buy |
164,384
+1,982
| +1% | +$11.3K | 0.02% | 295 |
|
|
2020
Q3 | $984K | Buy |
162,402
+1,160
| +0.7% | +$7.03K | 0.03% | 231 |
|
|
2020
Q2 | $1.26M | Buy |
161,242
+1,224
| +0.8% | +$9.57K | 0.04% | 186 |
|
|
2020
Q1 | $1.48M | Buy |
160,018
+1,034
| +0.7% | +$9.56K | 0.06% | 153 |
|
|
2019
Q4 | $2.01M | Buy |
158,984
+755
| +0.5% | +$9.52K | 0.08% | 123 |
|
|
2019
Q3 | $2.21M | Buy |
158,229
+748
| +0.5% | +$10.5K | 0.11% | 98 |
|
|
2019
Q2 | $2.25M | Buy |
157,481
+667
| +0.4% | +$9.51K | 0.13% | 91 |
|
|
2019
Q1 | $2.49M | Buy |
156,814
+580
| +0.4% | +$9.22K | 0.16% | 82 |
|
|
2018
Q4 | $2.6M | Buy |
156,234
+488
| +0.3% | +$8.11K | 0.26% | 53 |
|
|
2018
Q3 | $3.49M | Sell |
155,746
-7,547
| -5% | -$169K | 0.34% | 38 |
|
|
2018
Q2 | $3.2M | Sell |
163,293
-7,412
| -4% | -$145K | 0.37% | 37 |
|
|
2018
Q1 | $3.27M | Sell |
170,705
-9,478
| -5% | -$181K | 0.45% | 34 |
|
|
2017
Q4 | $3.11M | Sell |
180,183
-2,617
| -1% | -$45.1K | 0.44% | 31 |
|
|
2017
Q3 | $2.88M | Buy |
+182,800
| New | +$2.88M | 0.46% | 31 |
|