Lido Advisors
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Lido Advisors’s Comfort Systems FIX Stock Holding History

Lido Advisors’s Portfolio FIX Stock Details FIX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$373K Buy
2024
Q3 		– Sell
2024
Q2 		$443K Sell
2024
Q1 		$501K Buy
2023
Q4 		$313K Buy
2023
Q1 		– Sell
2022
Q4 		$476K Buy
2022
Q3 		$373K Buy
2022
Q2 		– Sell
2022
Q1 		$371K Buy