Lido Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
22,943
+451
| +2% | +$90.7K | 0.02% | 370 |
|
|
2025
Q1 | $3.89M | Buy |
+22,492
| New | +$3.89M | 0.02% | 381 |
|
|
2024
Q4 | – | Sell |
-1,214
| Closed | -$207K | – | 1376 |
|
|
2024
Q3 | $207K | Sell |
1,214
-32
| -3% | -$5.46K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $210K | Buy |
+1,246
| New | +$210K | ﹤0.01% | 1141 |
|
|
2023
Q3 | – | Sell |
-1,657
| Closed | -$224K | – | 1117 |
|
|
2023
Q2 | $224K | Sell |
1,657
-345
| -17% | -$46.6K | ﹤0.01% | 954 |
|
|
2023
Q1 | $270K | Sell |
2,002
-108
| -5% | -$14.6K | ﹤0.01% | 818 |
|
|
2022
Q4 | $250K | Sell |
2,110
-496
| -19% | -$58.7K | ﹤0.01% | 754 |
|
|
2022
Q3 | $277K | Sell |
2,606
-196
| -7% | -$20.8K | ﹤0.01% | 689 |
|
|
2022
Q2 | $302K | Sell |
2,802
-1,518
| -35% | -$164K | ﹤0.01% | 650 |
|
|
2022
Q1 | $487K | Sell |
4,320
-711
| -14% | -$80.2K | 0.01% | 543 |
|
|
2021
Q4 | $624K | Sell |
5,031
-39
| -0.8% | -$4.84K | 0.01% | 484 |
|
|
2021
Q3 | $581K | Buy |
5,070
+101
| +2% | +$11.6K | 0.01% | 467 |
|
|
2021
Q2 | $512K | Sell |
4,969
-215
| -4% | -$22.2K | 0.01% | 457 |
|
|
2021
Q1 | $471K | Sell |
5,184
-3,547
| -41% | -$322K | 0.01% | 453 |
|
|
2020
Q4 | $741K | Sell |
8,731
-736
| -8% | -$62.5K | 0.02% | 344 |
|
|
2020
Q3 | $783K | Sell |
9,467
-349
| -4% | -$28.9K | 0.02% | 274 |
|
|
2020
Q2 | $692K | Buy |
9,816
+199
| +2% | +$14K | 0.02% | 260 |
|
|
2020
Q1 | $677K | Buy |
+9,617
| New | +$677K | 0.03% | 248 |
|
|
2019
Q4 | – | Sell |
-10,857
| Closed | -$753K | – | 622 |
|
|
2019
Q3 | $753K | Buy |
10,857
+853
| +9% | +$59.2K | 0.04% | 232 |
|
|
2019
Q2 | $669K | Buy |
10,004
+702
| +8% | +$46.9K | 0.04% | 222 |
|
|
2019
Q1 | $571K | Buy |
9,302
+3,886
| +72% | +$239K | 0.04% | 245 |
|
|
2018
Q4 | $271K | Buy |
+5,416
| New | +$271K | 0.03% | 316 |
|