LRI Investments’s Beacon Roofing Supply, Inc. BECN Stock Holding History

LRI Investments’s Portfolio BECN Stock Details BECN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-63	Closed	-$7.79K	–	1310
2025 Q1	$7.79K	Sell	63 -6	-9%	-$699	﹤0.01%	837
2024 Q4	$7.01K	Hold	69	–	–	﹤0.01%	846
2024 Q3	$6.97K	Buy	69 +26	+60%	+$2.32K	﹤0.01%	856
2024 Q2	$3.89K	Buy	+43	New	+$4.15K	﹤0.01%	958

Other funds holding BECN

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

LRI Investments's BECN Position: Q2 2025 in Review

LRI Investments sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 63 shares — an estimated $7.79K sold.

LRI Investments first reported a position in BECN in Q2 2024 and held it in 4 quarters. The position peaked at $7.79K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

LRI Investments reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
LRI Investments sold 63 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $7.79K.
LRI Investments first reported a position in Beacon Roofing Supply, Inc. in Q2 2024 and held it in 4 quarters.
LRI Investments's Beacon Roofing Supply, Inc. position peaked at $7.79K in Q1 2025.
3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.