LRI Investments’s Bank of New York Mellon BK Stock Holding History

LRI Investments’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$66.4K	Sell
2025 Q1	$73.4K	Sell
2024 Q4	$89K	Hold
2024 Q3	$89.8K	Sell
2024 Q2	$73K	Buy
2024 Q1	$8.3K	Buy