LI
SPH icon

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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return