Lido Advisors
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Lido Advisors’s Interactive Brokers IBKR Stock Holding History

Lido Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$478K Buy
8,629
+769
+10% +$42.6K ﹤0.01% 1008
2025
Q1 		$325K Sell
7,860
-192
-2% -$7.95K ﹤0.01% 1094
2024
Q4 		$356K Buy
8,052
+1,648
+26% +$72.8K ﹤0.01% 1040
2024
Q3 		$223K Buy
+6,404
New +$223K ﹤0.01% 1149