LRI Investments’s Donaldson DCI Stock Holding History

LRI Investments’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7K	Hold
2025 Q1	$6.77K	Hold
2024 Q4	$6.8K	Hold
2024 Q3	$7.76K	Hold
2024 Q2	$7.23K	Hold
2024 Q1	$7.54K	Buy