Lido Advisors’s Sitio Royalties STR Stock Holding History

Lido Advisors’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-83,551	Closed	-$1.54M	–	1895
2025 Q2	$1.54M	Sell	83,551 -2,931	-3%	-$52.6K	0.01%	679
2025 Q1	$1.72M	Sell	86,482 -88	-0.1%	-$1.78K	0.01%	584
2024 Q4	$1.66M	Buy	86,570 +7,609	+10%	+$170K	0.01%	571
2024 Q3	$1.65M	Buy	78,961 +9	+0%	+$204	0.01%	529
2024 Q2	$1.86M	Buy	78,952 +40,620	+106%	+$955K	0.01%	471
2024 Q1	$948K	Sell	38,332 -128	-0.3%	-$2.88K	0.01%	672
2023 Q4	$904K	Sell	38,460 -15	-0%	-$348	0.01%	651
2023 Q3	$931K	Buy	38,475 +620	+2%	+$16K	0.01%	565
2023 Q2	$994K	Buy	37,855 +299	+0.8%	+$7.65K	0.01%	544
2023 Q1	$849K	Hold	37,556	–	–	0.01%	519
2022 Q4	$1.08M	Buy	+37,556	New	+$1.09M	0.01%	394

Other funds holding STR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors's STR Position: Q3 2025 in Review

Lido Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 83,551 shares — an estimated $1.54M sold.

Lido Advisors first reported a position in STR in Q4 2022 and held it in 11 quarters. The position peaked at $1.86M in Q2 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Lido Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 83,551 Sitio Royalties shares in Q3 2025, an estimated $1.54M.
Lido Advisors first reported a position in Sitio Royalties in Q4 2022 and held it in 11 quarters.
Lido Advisors's Sitio Royalties position peaked at $1.86M in Q2 2024.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.