Lido Advisors
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Lido Advisors’s Patterson-UTI PTEN Stock Holding History

Lido Advisors’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,931
Closed -$76.7K – 1887
2025
Q2 		$76.7K Sell
12,931
-420
-3% -$2.53K ﹤0.01% 1606
2025
Q1 		$110K Sell
13,351
-11
-0.1% -$92 ﹤0.01% 1439
2024
Q4 		$110K Buy
+13,362
New +$107K ﹤0.01% 1438
2024
Q3 		– Sell
-19,669
Closed -$204K – 1536
2024
Q2 		$204K Sell
19,669
-1,409
-7% -$15.5K ﹤0.01% 1283
2024
Q1 		$252K Buy
21,078
+1,570
+8% +$17.4K ﹤0.01% 1169
2023
Q4 		$211K Sell
19,508
-833
-4% -$10.1K ﹤0.01% 1191
2023
Q3 		$282K Buy
+20,341
New +$298K ﹤0.01% 944

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