Lido Advisors
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Lido Advisors’s Pathward Financial CASH Stock Holding History

Lido Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.1K Buy
+165
New +$13.1K ﹤0.01% 1441
2022
Q2 		– Sell
-6,995
Closed -$384K – 841
2022
Q1 		$384K Buy
6,995
+1,519
+28% +$83.4K ﹤0.01% 628
2021
Q4 		$326K Buy
+5,476
New +$326K ﹤0.01% 680