LI
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LRI Investments’s WaFd WAFD Stock Holding History

LRI Investments’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.5K Hold
462
– – ﹤0.01% 782
2025
Q1 		$13.2K Hold
462
– – ﹤0.01% 740
2024
Q4 		$14.9K Hold
462
– – ﹤0.01% 714
2024
Q3 		$17.1K Hold
462
– – ﹤0.01% 683
2024
Q2 		$13.2K Buy
+462
New +$13.2K ﹤0.01% 693