LRI Investments’s Adams Diversified Equity Fund ADX Stock Holding History

LRI Investments’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$66.7K	Buy
2025 Q2	$63.6K	Buy
2025 Q1	$54.4K	Buy
2024 Q4	$56.6K	Hold
2024 Q3	$62.5K	Buy