LRI Investments’s Factset FDS Stock Holding History

LRI Investments’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.22K	Hold
2025 Q2	$5.01K	Sell
2025 Q1	$6.52K	Hold
2024 Q4	$6.89K	Hold
2024 Q3	$7.11K	Sell
2024 Q2	$8.63K	Buy