LRI Investments’s Insight Select Income Fund INSI Stock Holding History

LRI Investments’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,588	Closed	-$27.5K	–	1262
2024 Q4	$27.5K	Hold	1,588	–	–	﹤0.01%	618
2024 Q3	$27.5K	Buy	+1,588	New	+$26.7K	﹤0.01%	602

LRI Investments's INSI Position: Q1 2025 in Review

LRI Investments sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 1,588 shares — an estimated $27.5K sold.

LRI Investments first reported a position in INSI in Q3 2024 and held it in 2 quarters. The position peaked at $27.5K in Q4 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

LRI Investments reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
LRI Investments sold 1,588 Insight Select Income Fund shares in Q1 2025, an estimated $27.5K.
LRI Investments first reported a position in Insight Select Income Fund in Q3 2024 and held it in 2 quarters.
LRI Investments's Insight Select Income Fund position peaked at $27.5K in Q4 2024.
0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.