Lido Advisors
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Lido Advisors’s Stem STEM Stock Holding History

Lido Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$140K Sell
2025
Q1 		$372K Sell
2024
Q4 		$649K Hold
2024
Q3 		$375K Hold
2024
Q2 		$1.19M Hold
2024
Q1 		$2.36M Hold
2023
Q4 		$4.17M Hold
2023
Q3 		$4.56M Buy