Lido Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
23,465
+959
| +4% | +$99.9K | 0.01% | 493 |
|
|
2025
Q1 | $2.45M | Buy |
22,506
+4,361
| +24% | +$475K | 0.01% | 469 |
|
|
2024
Q4 | $1.71M | Buy |
18,145
+670
| +4% | +$63K | 0.01% | 520 |
|
|
2024
Q3 | $1.68M | Sell |
17,475
-949
| -5% | -$91.3K | 0.01% | 480 |
|
|
2024
Q2 | $1.45M | Buy |
18,424
+14,793
| +407% | +$1.16M | 0.01% | 495 |
|
|
2024
Q1 | $298K | Sell |
3,631
-213
| -6% | -$17.5K | ﹤0.01% | 998 |
|
|
2023
Q4 | $324K | Buy |
3,844
+589
| +18% | +$49.6K | ﹤0.01% | 902 |
|
|
2023
Q3 | $262K | Buy |
3,255
+24
| +0.7% | +$1.93K | ﹤0.01% | 874 |
|
|
2023
Q2 | $285K | Buy |
3,231
+265
| +9% | +$23.4K | ﹤0.01% | 856 |
|
|
2023
Q1 | $223K | Buy |
2,966
+537
| +22% | +$40.4K | ﹤0.01% | 880 |
|
|
2022
Q4 | $228K | Buy |
2,429
+35
| +1% | +$3.28K | ﹤0.01% | 774 |
|
|
2022
Q3 | $214K | Sell |
2,394
-18
| -0.7% | -$1.61K | ﹤0.01% | 762 |
|
|
2022
Q2 | $242K | Buy |
2,412
+69
| +3% | +$6.92K | ﹤0.01% | 713 |
|
|
2022
Q1 | $233K | Sell |
2,343
-441
| -16% | -$43.9K | ﹤0.01% | 803 |
|
|
2021
Q4 | $270K | Buy |
2,784
+493
| +22% | +$47.8K | ﹤0.01% | 744 |
|
|
2021
Q3 | $202K | Buy |
+2,291
| New | +$202K | ﹤0.01% | 815 |
|
|
2020
Q1 | – | Sell |
-3,130
| Closed | -$289K | – | 621 |
|
|
2019
Q4 | $289K | Buy |
3,130
+121
| +4% | +$11.2K | 0.01% | 457 |
|
|
2019
Q3 | $286K | Buy |
+3,009
| New | +$286K | 0.01% | 412 |
|