Lido Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
19,617
+1,738
| +10% | +$916K | 0.04% | 237 |
|
|
2025
Q1 | $9.08M | Buy |
17,879
+5,006
| +39% | +$2.54M | 0.04% | 230 |
|
|
2024
Q4 | $6.41M | Buy |
12,873
+1,178
| +10% | +$587K | 0.03% | 266 |
|
|
2024
Q3 | $6.04M | Buy |
11,695
+1,420
| +14% | +$734K | 0.03% | 264 |
|
|
2024
Q2 | $4.58M | Sell |
10,275
-14,815
| -59% | -$6.61M | 0.03% | 283 |
|
|
2024
Q1 | $10.7M | Buy |
25,090
+1,005
| +4% | +$428K | 0.06% | 154 |
|
|
2023
Q4 | $10.6M | Buy |
24,085
+18,762
| +352% | +$8.27M | 0.07% | 140 |
|
|
2023
Q3 | $1.95M | Buy |
5,323
+227
| +4% | +$83K | 0.01% | 361 |
|
|
2023
Q2 | $2.04M | Sell |
5,096
-307
| -6% | -$123K | 0.01% | 341 |
|
|
2023
Q1 | $1.86M | Sell |
5,403
-11,439
| -68% | -$3.94M | 0.02% | 330 |
|
|
2022
Q4 | $5.64M | Buy |
16,842
+13,935
| +479% | +$4.67M | 0.07% | 145 |
|
|
2022
Q3 | $887K | Buy |
2,907
+915
| +46% | +$279K | 0.01% | 363 |
|
|
2022
Q2 | $671K | Sell |
1,992
-64
| -3% | -$21.6K | 0.01% | 391 |
|
|
2022
Q1 | $843K | Buy |
2,056
+512
| +33% | +$210K | 0.01% | 388 |
|
|
2021
Q4 | $728K | Buy |
1,544
+302
| +24% | +$142K | 0.01% | 439 |
|
|
2021
Q3 | $527K | Buy |
1,242
+625
| +101% | +$265K | 0.01% | 501 |
|
|
2021
Q2 | $253K | Sell |
617
-63
| -9% | -$25.8K | ﹤0.01% | 678 |
|
|
2021
Q1 | $240K | Sell |
680
-19
| -3% | -$6.71K | ﹤0.01% | 656 |
|
|
2020
Q4 | $229K | Buy |
699
+125
| +22% | +$41K | ﹤0.01% | 630 |
|
|
2020
Q3 | $207K | Buy |
+574
| New | +$207K | 0.01% | 504 |
|
|
2019
Q4 | – | Sell |
-1,043
| Closed | -$255K | – | 618 |
|
|
2019
Q3 | $255K | Buy |
+1,043
| New | +$255K | 0.01% | 435 |
|