LRI Investments’s Suburban Propane Partners SPH Stock Holding History

LRI Investments’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Hold	11,270	–	–	0.02%	329
2026 Q1	$222K	Hold	11,270	–	–	0.02%	274
2025 Q4	$209K	Hold	11,270	–	–	0.02%	273
2025 Q3	$210K	Hold	11,270	–	–	0.02%	283
2025 Q2	$209K	Sell	11,270 -1,215	-10%	-$23.6K	0.02%	277
2025 Q1	$262K	Hold	12,485	–	–	0.03%	231
2024 Q4	$215K	Hold	12,485	–	–	0.02%	254
2024 Q3	$213K	Hold	12,485	–	–	0.02%	261
2024 Q2	$237K	Hold	12,485	–	–	0.03%	218
2024 Q1	$255K	Buy	+12,485	New	+$244K	0.06%	122

Other funds holding SPH

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return