Lido Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.92M | Buy |
10,583
+4,155
| +65% | +$1.15M | 0.01% | 460 |
|
2025
Q1 | $1.71M | Buy |
6,428
+565
| +10% | +$150K | 0.01% | 553 |
|
2024
Q4 | $1.4M | Buy |
5,863
+320
| +6% | +$76.2K | 0.01% | 583 |
|
2024
Q3 | $1.22M | Sell |
5,543
-6
| -0.1% | -$1.32K | 0.01% | 579 |
|
2024
Q2 | $1.09M | Buy |
5,549
+495
| +10% | +$97.3K | 0.01% | 580 |
|
2024
Q1 | $1.09M | Buy |
5,054
+263
| +5% | +$56.6K | 0.01% | 570 |
|
2023
Q4 | $1.03M | Buy |
4,791
+502
| +12% | +$108K | 0.01% | 557 |
|
2023
Q3 | $859K | Sell |
4,289
-16,257
| -79% | -$3.25M | 0.01% | 529 |
|
2023
Q2 | $3.81M | Buy |
20,546
+4,424
| +27% | +$820K | 0.03% | 245 |
|
2023
Q1 | $3.09M | Buy |
16,122
+10,425
| +183% | +$2M | 0.03% | 249 |
|
2022
Q4 | $958K | Buy |
5,697
+654
| +13% | +$110K | 0.01% | 380 |
|
2022
Q3 | $892K | Sell |
5,043
-16
| -0.3% | -$2.83K | 0.01% | 360 |
|
2022
Q2 | $1.04M | Buy |
5,059
+1,612
| +47% | +$330K | 0.01% | 307 |
|
2022
Q1 | $819K | Buy |
3,447
+1,540
| +81% | +$366K | 0.01% | 396 |
|
2021
Q4 | $435K | Buy |
1,907
+553
| +41% | +$126K | ﹤0.01% | 580 |
|
2021
Q3 | $261K | Buy |
1,354
+345
| +34% | +$66.5K | ﹤0.01% | 693 |
|
2021
Q2 | $215K | Buy |
1,009
+6
| +0.6% | +$1.28K | ﹤0.01% | 735 |
|
2021
Q1 | $205K | Buy |
+1,003
| New | +$205K | ﹤0.01% | 703 |
|
2020
Q2 | – | Sell |
-4,972
| Closed | -$860K | – | 539 |
|
2020
Q1 | $860K | Buy |
4,972
+513
| +12% | +$88.7K | 0.04% | 222 |
|
2019
Q4 | $895K | Buy |
4,459
+795
| +22% | +$160K | 0.04% | 251 |
|
2019
Q3 | $774K | Sell |
3,664
-57
| -2% | -$12K | 0.04% | 223 |
|
2019
Q2 | $722K | Sell |
3,721
-1,014
| -21% | -$197K | 0.04% | 214 |
|
2019
Q1 | $779K | Buy |
4,735
+2,004
| +73% | +$330K | 0.05% | 203 |
|
2018
Q4 | $513K | Buy |
2,731
+185
| +7% | +$34.8K | 0.05% | 208 |
|
2018
Q3 | $433K | Buy |
2,546
+401
| +19% | +$68.2K | 0.04% | 252 |
|
2018
Q2 | $351K | Sell |
2,145
-2,630
| -55% | -$430K | 0.04% | 257 |
|
2018
Q1 | $772K | Buy |
4,775
+1,626
| +52% | +$263K | 0.11% | 118 |
|
2017
Q4 | $459K | Sell |
3,149
-1,154
| -27% | -$168K | 0.07% | 153 |
|
2017
Q3 | $590K | Buy |
+4,303
| New | +$590K | 0.09% | 123 |
|