LRI Investments’s Orion Office REIT ONL Stock Holding History

LRI Investments’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Sell	428 -35	-8%	-$96	﹤0.01%	1332
2026 Q1	$995	Sell	463 -50	-10%	-$116	﹤0.01%	1320
2025 Q4	$1.16K	Sell	513 -70	-12%	-$165	﹤0.01%	1256
2025 Q3	$1.57K	Sell	583 -10	-2%	-$27	﹤0.01%	1224
2025 Q2	$1.26K	Sell	593 -14	-2%	-$27	﹤0.01%	1199
2025 Q1	$1.3K	Sell	607 -60	-9%	-$210	﹤0.01%	1136
2024 Q4	$2.48K	Sell	667 -16	-2%	-$63	﹤0.01%	1058
2024 Q3	$2.64K	Hold	683	–	–	﹤0.01%	1038
2024 Q2	$2.45K	Hold	683	–	–	﹤0.01%	1028
2024 Q1	$2.4K	Buy	+683	New	+$3.06K	﹤0.01%	728

Other funds holding ONL

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return