Lido Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $471K | Sell |
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|
2020
Q4 | $741K | Sell |
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|
2020
Q3 | $783K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $677K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $669K | Buy |
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|
2019
Q1 | $571K | Buy |
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|
2018
Q4 | $271K | Buy |
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