Lido Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
9,332
+894
| +11% | +$74.6K | ﹤0.01% | 849 |
|
|
2025
Q1 | $646K | Buy |
8,438
+97
| +1% | +$7.42K | ﹤0.01% | 871 |
|
|
2024
Q4 | $639K | Sell |
8,341
-1,778
| -18% | -$136K | ﹤0.01% | 853 |
|
|
2024
Q3 | $798K | Hold |
10,119
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $757K | Sell |
10,119
-409
| -4% | -$30.6K | ﹤0.01% | 714 |
|
|
2024
Q1 | $773K | Sell |
10,528
-637
| -6% | -$46.8K | ﹤0.01% | 684 |
|
|
2023
Q4 | $771K | Buy |
11,165
+226
| +2% | +$15.6K | 0.01% | 645 |
|
|
2023
Q3 | $695K | Buy |
10,939
+63
| +0.6% | +$4K | 0.01% | 586 |
|
|
2023
Q2 | $722K | Buy |
10,876
+224
| +2% | +$14.9K | 0.01% | 563 |
|
|
2023
Q1 | $677K | Buy |
10,652
+7,300
| +218% | +$464K | 0.01% | 524 |
|
|
2022
Q4 | $200K | Buy |
+3,352
| New | +$200K | ﹤0.01% | 800 |
|
|
2022
Q2 | – | Sell |
-3,515
| Closed | -$242K | – | 819 |
|
|
2022
Q1 | $242K | Sell |
3,515
-348
| -9% | -$24K | ﹤0.01% | 788 |
|
|
2021
Q4 | $281K | Sell |
3,863
-624
| -14% | -$45.4K | ﹤0.01% | 729 |
|
|
2021
Q3 | $313K | Buy |
4,487
+183
| +4% | +$12.8K | ﹤0.01% | 645 |
|
|
2021
Q2 | $304K | Buy |
4,304
+288
| +7% | +$20.3K | ﹤0.01% | 616 |
|
|
2021
Q1 | $269K | Buy |
4,016
+807
| +25% | +$54.1K | ﹤0.01% | 613 |
|
|
2020
Q4 | $205K | Buy |
+3,209
| New | +$205K | ﹤0.01% | 666 |
|
|
2020
Q2 | – | Sell |
-4,472
| Closed | -$212K | – | 527 |
|
|
2020
Q1 | $212K | Sell |
4,472
-323
| -7% | -$15.3K | 0.01% | 444 |
|
|
2019
Q4 | $278K | Buy |
4,795
+536
| +13% | +$31.1K | 0.01% | 471 |
|
|
2019
Q3 | $234K | Buy |
4,259
+441
| +12% | +$24.2K | 0.01% | 451 |
|
|
2019
Q2 | $210K | Sell |
3,818
-1,332
| -26% | -$73.3K | 0.01% | 456 |
|
|
2019
Q1 | $275K | Buy |
+5,150
| New | +$275K | 0.02% | 378 |
|