Lido Advisors
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Lido Advisors’s Urgent.ly ULY Stock Holding History

Lido Advisors’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-833
Closed -$5.1K – 1435
2024
Q4 		$5.1K Hold
833
– – ﹤0.01% 1321
2024
Q3 		$6.8K Hold
833
– – ﹤0.01% 1254
2024
Q2 		$17.2K Hold
833
– – ﹤0.01% 1209
2024
Q1 		$18.8K Buy
+833
New +$18.8K ﹤0.01% 1200