LRI Investments’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
1,097
+261
+31% +$36.3K 0.01% 343
2025
Q1
$123K Sell
836
-575
-41% -$84.8K 0.01% 370
2024
Q4
$176K Hold
1,411
0.02% 299
2024
Q3
$186K Buy
1,411
+135
+11% +$17.8K 0.02% 295
2024
Q2
$165K Buy
+1,276
New +$165K 0.02% 287