LRI Investments’s Magnolia Oil & Gas MGY Stock Holding History

LRI Investments’s Portfolio MGY Stock Details MGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.55K	Sell	178 -72	-29%	-$2.06K	﹤0.01%	1159
2026 Q1	$7.89K	Hold	250	–	–	﹤0.01%	951
2025 Q4	$5.47K	Hold	250	–	–	﹤0.01%	1027
2025 Q3	$5.97K	Hold	250	–	–	﹤0.01%	1003
2025 Q2	$5.62K	Buy	250 +42	+20%	+$930	﹤0.01%	991
2025 Q1	$5.25K	Buy	208 +18	+9%	+$436	﹤0.01%	934
2024 Q4	$4.44K	Hold	190	–	–	﹤0.01%	963
2024 Q3	$5.18K	Hold	190	–	–	﹤0.01%	926
2024 Q2	$4.82K	Buy	+190	New	+$4.85K	﹤0.01%	901

Other funds holding MGY

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return