LRI Investments’s NorthWestern Energy NWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.49K	Hold	68	–	–	﹤0.01%	1091
2025 Q1	$3.94K	Hold	68	–	–	﹤0.01%	1001
2024 Q4	$3.64K	Hold	68	–	–	﹤0.01%	989
2024 Q3	$3.73K	Sell	68 -96	-59%	-$5.27K	﹤0.01%	988
2024 Q2	$8.21K	Buy	+164	New	+$8.21K	﹤0.01%	795