LRI Investments’s Marcus & Millichap MMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.7K	Sell	837 -2,849	-77%	-$87.5K	﹤0.01%	659
2025 Q1	$127K	Sell	3,686 -1,206	-25%	-$41.5K	0.01%	362
2024 Q4	$187K	Hold	4,892	–	–	0.02%	286
2024 Q3	$202K	Buy	4,892 +186	+4%	+$7.66K	0.02%	277
2024 Q2	$148K	Buy	+4,706	New	+$148K	0.02%	309