Lido Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
16,434
+2,011
| +14% | +$247K | 0.01% | 538 |
|
|
2025
Q1 | $1.31M | Buy |
14,423
+1,175
| +9% | +$107K | 0.01% | 627 |
|
|
2024
Q4 | $1.53M | Buy |
13,248
+4,388
| +50% | +$506K | 0.01% | 559 |
|
|
2024
Q3 | $1.05M | Buy |
8,860
+281
| +3% | +$33.3K | 0.01% | 629 |
|
|
2024
Q2 | $1.18M | Buy |
8,579
+5,003
| +140% | +$690K | 0.01% | 552 |
|
|
2024
Q1 | $408K | Buy |
3,576
+474
| +15% | +$54.1K | ﹤0.01% | 874 |
|
|
2023
Q4 | $237K | Buy |
+3,102
| New | +$237K | ﹤0.01% | 1022 |
|
|
2021
Q2 | – | Sell |
-6,466
| Closed | -$289K | – | 801 |
|
|
2021
Q1 | $289K | Buy |
+6,466
| New | +$289K | 0.01% | 588 |
|
|
2018
Q2 | – | Sell |
-26,778
| Closed | -$550K | – | 404 |
|
|
2018
Q1 | $550K | Buy |
+26,778
| New | +$550K | 0.08% | 159 |
|