Lido Advisors
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Lido Advisors’s ORIX IX Stock Holding History

Lido Advisors’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Sell
12,884
-2,316
-15% -$52.2K ﹤0.01% 1225
2025
Q1 		$318K Buy
15,200
+3,300
+28% +$68.9K ﹤0.01% 1104
2024
Q4 		$253K Buy
+11,900
New +$253K ﹤0.01% 1180