LRI Investments’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.01K	Sell	11 -3	-21%	-$1.37K	﹤0.01%	1019
2025 Q1	$6.52K	Hold	14	–	–	﹤0.01%	877
2024 Q4	$6.89K	Hold	14	–	–	﹤0.01%	856
2024 Q3	$7.11K	Sell	14 -7	-33%	-$3.55K	﹤0.01%	849
2024 Q2	$8.63K	Buy	+21	New	+$8.63K	﹤0.01%	781