Lido Advisors
SPH icon

Lido Advisors’s Suburban Propane Partners SPH Stock Holding History

Lido Advisors’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.93M Sell
199,592
-5
-0% -$100 0.02% 512
2025
Q4 		$3.72M Buy
199,597
+305
+0.2% +$5.72K 0.01% 538
2025
Q3 		$3.72M Buy
199,292
+29,369
+17% +$542K 0.02% 514
2025
Q2 		$3.15M Buy
169,923
+86
+0.1% +$1.67K 0.02% 481
2025
Q1 		$3.57M Hold
169,837
– – 0.02% 406
2024
Q4 		$2.92M Buy
169,837
+19,532
+13% +$359K 0.02% 434
2024
Q3 		$2.7M Buy
150,305
+8
+0% +$144 0.02% 405
2024
Q2 		$2.85M Buy
150,297
+300
+0.2% +$5.91K 0.02% 382
2024
Q1 		$3.06M Hold
149,997
– – 0.03% 354
2023
Q4 		$2.66M Buy
149,997
+22,728
+18% +$387K 0.03% 358
2023
Q3 		$2.04M Hold
127,269
– – 0.02% 376
2023
Q2 		$1.88M Hold
127,269
– – 0.02% 385
2023
Q1 		$1.95M Buy
+127,269
New +$1.97M 0.03% 348

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AA
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return