LRI Investments’s Fiserv FI Stock Holding History

LRI Investments’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$131K	Buy
2025 Q2	$131K	Sell
2025 Q1	$261K	Buy
2024 Q4	$167K	Sell
2024 Q3	$188K	Buy
2024 Q2	$127K	Buy
2024 Q1	$48.1K	Buy