Lido Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
16,616
-533
| -3% | -$33K | ﹤0.01% | 755 |
|
|
2025
Q1 | $899K | Buy |
17,149
+6
| +0% | +$314 | ﹤0.01% | 763 |
|
|
2024
Q4 | $985K | Buy |
17,143
+619
| +4% | +$35.6K | ﹤0.01% | 713 |
|
|
2024
Q3 | $878K | Sell |
16,524
-14,918
| -47% | -$793K | ﹤0.01% | 696 |
|
|
2024
Q2 | $1.31M | Buy |
31,442
+313
| +1% | +$13K | 0.01% | 521 |
|
|
2024
Q1 | $1.3M | Buy |
31,129
+24,529
| +372% | +$1.03M | 0.01% | 514 |
|
|
2023
Q4 | $265K | Sell |
6,600
-27,063
| -80% | -$1.09M | ﹤0.01% | 983 |
|
|
2023
Q3 | $1.05M | Buy |
33,663
+26,036
| +341% | +$814K | 0.01% | 476 |
|
|
2023
Q2 | $257K | Sell |
7,627
-9,169
| -55% | -$309K | ﹤0.01% | 905 |
|
|
2023
Q1 | $461K | Sell |
16,796
-4,259
| -20% | -$117K | ﹤0.01% | 638 |
|
|
2022
Q4 | $662K | Buy |
21,055
+2,954
| +16% | +$92.9K | 0.01% | 449 |
|
|
2022
Q3 | $598K | Buy |
18,101
+8,321
| +85% | +$275K | 0.01% | 453 |
|
|
2022
Q2 | $351K | Buy |
9,780
+2
| +0% | +$72 | ﹤0.01% | 576 |
|
|
2022
Q1 | $447K | Sell |
9,778
-19,420
| -67% | -$888K | 0.01% | 558 |
|
|
2021
Q4 | $1.43M | Buy |
29,198
+2
| +0% | +$98 | 0.02% | 303 |
|
|
2021
Q3 | $1.26M | Sell |
29,196
-612
| -2% | -$26.5K | 0.02% | 314 |
|
|
2021
Q2 | $1.23M | Buy |
29,808
+356
| +1% | +$14.7K | 0.02% | 302 |
|
|
2021
Q1 | $1.05M | Sell |
29,452
-505
| -2% | -$18K | 0.02% | 295 |
|
|
2020
Q4 | $992K | Buy |
29,957
+209
| +0.7% | +$6.92K | 0.02% | 285 |
|
|
2020
Q3 | $791K | Buy |
+29,748
| New | +$791K | 0.02% | 272 |
|