Lido Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $343K | Sell |
12,947
-15,808
| -55% | -$419K | ﹤0.01% | 1144 |
|
2025
Q1 | $1M | Sell |
28,755
-912
| -3% | -$31.8K | ﹤0.01% | 726 |
|
2024
Q4 | $1.19M | Buy |
29,667
+852
| +3% | +$34.2K | 0.01% | 643 |
|
2024
Q3 | $1.57M | Buy |
28,815
+3,481
| +14% | +$190K | 0.01% | 497 |
|
2024
Q2 | $1.34M | Buy |
25,334
+2,232
| +10% | +$118K | 0.01% | 515 |
|
2024
Q1 | $1.34M | Buy |
23,102
+2,019
| +10% | +$117K | 0.01% | 504 |
|
2023
Q4 | $1.16M | Buy |
21,083
+2,663
| +14% | +$146K | 0.01% | 514 |
|
2023
Q3 | $950K | Buy |
18,420
+1,834
| +11% | +$94.6K | 0.01% | 507 |
|
2023
Q2 | $883K | Sell |
16,586
-4,098
| -20% | -$218K | 0.01% | 519 |
|
2023
Q1 | $104K | Buy |
20,684
+8,313
| +67% | +$42K | ﹤0.01% | 944 |
|
2022
Q4 | $623K | Buy |
12,371
+340
| +3% | +$17.1K | 0.01% | 470 |
|
2022
Q3 | $558K | Buy |
12,031
+303
| +3% | +$14.1K | 0.01% | 462 |
|
2022
Q2 | $605K | Buy |
11,728
+1,165
| +11% | +$60.1K | 0.01% | 423 |
|
2022
Q1 | $673K | Buy |
10,563
+1,338
| +15% | +$85.2K | 0.01% | 447 |
|
2021
Q4 | $523K | Sell |
9,225
-255
| -3% | -$14.5K | 0.01% | 526 |
|
2021
Q3 | $545K | Buy |
9,480
+418
| +5% | +$24K | 0.01% | 489 |
|
2021
Q2 | $573K | Sell |
9,062
-1,995
| -18% | -$126K | 0.01% | 437 |
|
2021
Q1 | $707K | Buy |
11,057
+127
| +1% | +$8.12K | 0.01% | 377 |
|
2020
Q4 | $606K | Buy |
10,930
+5,351
| +96% | +$297K | 0.01% | 386 |
|
2020
Q3 | $263K | Sell |
5,579
-1,407
| -20% | -$66.3K | 0.01% | 454 |
|
2020
Q2 | $285K | Buy |
6,986
+128
| +2% | +$5.22K | 0.01% | 399 |
|
2020
Q1 | $201K | Buy |
6,858
+380
| +6% | +$11.1K | 0.01% | 455 |
|
2019
Q4 | $355K | Buy |
6,478
+767
| +13% | +$42K | 0.01% | 405 |
|
2019
Q3 | $272K | Sell |
5,711
-3,610
| -39% | -$172K | 0.01% | 426 |
|
2019
Q2 | $459K | Buy |
+9,321
| New | +$459K | 0.03% | 283 |
|