Lido Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$574K Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.27M Sell
2024
Q3
$1.37M Buy
2024
Q2
$685K Buy
2024
Q1
$220K Buy
2023
Q4
$205K Buy