Lido Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
1,282
-1,212
| -49% | -$542K | ﹤0.01% | 952 |
|
|
2025
Q1 | $1.13M | Sell |
2,494
-158
| -6% | -$71.9K | 0.01% | 681 |
|
|
2024
Q4 | $1.27M | Sell |
2,652
-319
| -11% | -$153K | 0.01% | 615 |
|
|
2024
Q3 | $1.37M | Buy |
2,971
+1,294
| +77% | +$595K | 0.01% | 545 |
|
|
2024
Q2 | $685K | Buy |
1,677
+1,193
| +246% | +$487K | ﹤0.01% | 741 |
|
|
2024
Q1 | $220K | Buy |
484
+55
| +13% | +$25K | ﹤0.01% | 1113 |
|
|
2023
Q4 | $205K | Buy |
+429
| New | +$205K | ﹤0.01% | 1089 |
|