LI
ADX icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$63.6K Buy
2,929
+64
+2% +$1.39K 0.01% 514
2025
Q1 		$54.4K Buy
2,865
+62
+2% +$1.18K 0.01% 527
2024
Q4 		$56.6K Hold
2,803
– – 0.01% 513
2024
Q3 		$62.5K Buy
+2,803
New +$62.5K 0.01% 486