Lido Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $881K | Buy |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $348K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $352K | Buy |
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