Lido Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
22,394
-30,645
| -58% | -$191K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $372K | Sell |
53,039
-750
| -1% | -$5.25K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $649K | Hold |
53,789
| – | – | ﹤0.01% | 849 |
|
|
2024
Q3 | $375K | Hold |
53,789
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $1.19M | Hold |
53,789
| – | – | 0.01% | 548 |
|
|
2024
Q1 | $2.36M | Hold |
53,789
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $4.17M | Hold |
53,789
| – | – | 0.03% | 274 |
|
|
2023
Q3 | $4.56M | Buy |
+53,789
| New | +$4.56M | 0.03% | 244 |
|