Lido Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
26,244
+42
| +0.2% | +$2.54K | 0.01% | 607 |
|
|
2025
Q1 | $1.57M | Sell |
26,202
-570
| -2% | -$34.1K | 0.01% | 573 |
|
|
2024
Q4 | $1.67M | Sell |
26,772
-3,920
| -13% | -$245K | 0.01% | 525 |
|
|
2024
Q3 | $1.84M | Sell |
30,692
-382
| -1% | -$22.9K | 0.01% | 452 |
|
|
2024
Q2 | $1.61M | Buy |
31,074
+183
| +0.6% | +$9.47K | 0.01% | 464 |
|
|
2024
Q1 | $1.72M | Sell |
30,891
-1,485
| -5% | -$82.7K | 0.01% | 432 |
|
|
2023
Q4 | $1.83M | Buy |
32,376
+472
| +1% | +$26.7K | 0.01% | 404 |
|
|
2023
Q3 | $1.33M | Buy |
31,904
+353
| +1% | +$14.7K | 0.01% | 428 |
|
|
2023
Q2 | $1.34M | Buy |
31,551
+44
| +0.1% | +$1.86K | 0.01% | 423 |
|
|
2023
Q1 | $1.37M | Sell |
31,507
-33,102
| -51% | -$1.44M | 0.01% | 380 |
|
|
2022
Q4 | $4.32M | Buy |
64,609
+23,786
| +58% | +$1.59M | 0.05% | 173 |
|
|
2022
Q3 | $2.9M | Buy |
40,823
+29,441
| +259% | +$2.09M | 0.04% | 184 |
|
|
2022
Q2 | $835K | Buy |
11,382
+5,879
| +107% | +$431K | 0.01% | 350 |
|
|
2022
Q1 | $497K | Buy |
5,503
+73
| +1% | +$6.59K | 0.01% | 533 |
|
|
2021
Q4 | $472K | Buy |
5,430
+11
| +0.2% | +$956 | 0.01% | 553 |
|
|
2021
Q3 | $436K | Buy |
5,419
+20
| +0.4% | +$1.61K | 0.01% | 558 |
|
|
2021
Q2 | $389K | Buy |
5,399
+435
| +9% | +$31.3K | 0.01% | 526 |
|
|
2021
Q1 | $360K | Buy |
4,964
+102
| +2% | +$7.4K | 0.01% | 524 |
|
|
2020
Q4 | $274K | Buy |
+4,862
| New | +$274K | 0.01% | 577 |
|
|
2020
Q1 | – | Sell |
-60,329
| Closed | -$4.37M | – | 530 |
|
|
2019
Q4 | $4.37M | Buy |
60,329
+1,932
| +3% | +$140K | 0.17% | 80 |
|
|
2019
Q3 | $3.89M | Buy |
58,397
+50
| +0.1% | +$3.33K | 0.2% | 74 |
|
|
2019
Q2 | $4.28M | Buy |
58,347
+56
| +0.1% | +$4.11K | 0.24% | 56 |
|
|
2019
Q1 | $4.31M | Buy |
+58,291
| New | +$4.31M | 0.28% | 57 |
|
|
2018
Q2 | – | Sell |
-3,187
| Closed | -$305K | – | 403 |
|
|
2018
Q1 | $305K | Buy |
+3,187
| New | +$305K | 0.04% | 266 |
|
|
2017
Q3 | – | Sell |
-5,102
| Closed | -$374K | – | 288 |
|
|
2017
Q2 | $374K | Buy |
5,102
+70
| +1% | +$5.13K | 0.08% | 142 |
|
|
2017
Q1 | $362K | Sell |
5,032
-1,295
| -20% | -$93.2K | 0.1% | 129 |
|
|
2016
Q4 | $431K | Buy |
+6,327
| New | +$431K | 0.11% | 103 |
|