LRI Investments’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Buy |
410
+122
| +42% | +$26.6K | 0.01% | 450 |
|
|
2025
Q1 | $46.1K | Buy |
+288
| New | +$46.1K | ﹤0.01% | 545 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$5.08K | – | 1164 |
|
|
2024
Q3 | $5.08K | Hold |
25
| – | – | ﹤0.01% | 934 |
|
|
2024
Q2 | $4.84K | Hold |
25
| – | – | ﹤0.01% | 900 |
|
|
2024
Q1 | $5.46K | Buy |
+25
| New | +$5.46K | ﹤0.01% | 609 |
|