LRI Investments’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.7K | Sell |
1,249
-584
| -32% | -$41K | 0.01% | 452 |
|
|
2025
Q1 | $125K | Buy |
1,833
+195
| +12% | +$13.3K | 0.01% | 363 |
|
|
2024
Q4 | $122K | Buy |
1,638
+501
| +44% | +$37.4K | 0.01% | 384 |
|
|
2024
Q3 | $92.2K | Buy |
1,137
+40
| +4% | +$3.24K | 0.01% | 419 |
|
|
2024
Q2 | $94K | Buy |
+1,097
| New | +$94K | 0.01% | 392 |
|