Lido Advisors’s Spire SR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,794	Closed	-$1.41M	–	1526
2025 Q1	$1.41M	Buy	17,794 +29	+0.2%	+$2.29K	0.01%	603
2024 Q4	$1.22M	Sell	17,765 -128	-0.7%	-$8.78K	0.01%	635
2024 Q3	$1.2M	Buy	+17,893	New	+$1.2M	0.01%	583