Lido Advisors’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Buy |
20,192
+683
| +4% | +$72.4K | 0.01% | 525 |
|
2025
Q1 | $1.57M | Buy |
19,509
+130
| +0.7% | +$10.5K | 0.01% | 572 |
|
2024
Q4 | $1.54M | Buy |
19,379
+668
| +4% | +$52.9K | 0.01% | 557 |
|
2024
Q3 | $1.45M | Buy |
18,711
+514
| +3% | +$39.9K | 0.01% | 528 |
|
2024
Q2 | $1.22M | Buy |
18,197
+169
| +0.9% | +$11.3K | 0.01% | 538 |
|
2024
Q1 | $1.18M | Buy |
18,028
+7,103
| +65% | +$467K | 0.01% | 537 |
|
2023
Q4 | $634K | Buy |
10,925
+42
| +0.4% | +$2.44K | ﹤0.01% | 702 |
|
2023
Q3 | $579K | Buy |
10,883
+1,392
| +15% | +$74.1K | ﹤0.01% | 635 |
|
2023
Q2 | $647K | Buy |
9,491
+1,973
| +26% | +$134K | ﹤0.01% | 592 |
|
2023
Q1 | $453K | Buy |
7,518
+3,325
| +79% | +$200K | ﹤0.01% | 644 |
|
2022
Q4 | $268K | Buy |
+4,193
| New | +$268K | ﹤0.01% | 732 |
|
2021
Q4 | – | Sell |
-7,176
| Closed | -$488K | – | 901 |
|
2021
Q3 | $488K | Buy |
+7,176
| New | +$488K | 0.01% | 530 |
|