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LRI Investments’s United Bankshares UBSI Stock Holding History

LRI Investments’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.78K Hold
186
– – ﹤0.01% 932
2025
Q1 		$6.45K Hold
186
– – ﹤0.01% 881
2024
Q4 		$6.98K Sell
186
-21
-10% -$789 ﹤0.01% 849
2024
Q3 		$8.76K Hold
207
– – ﹤0.01% 809
2024
Q2 		$6.72K Buy
+207
New +$6.72K ﹤0.01% 826