LRI Investments’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
22,855
-178
| -0.8% | -$9.72K | 0.11% | 89 |
|
|
2025
Q1 | $1.19M | Hold |
23,033
| – | – | 0.11% | 89 |
|
|
2024
Q4 | $1.27M | Hold |
23,033
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $1.38M | Hold |
23,033
| – | – | 0.13% | 60 |
|
|
2024
Q2 | $1M | Hold |
23,033
| – | – | 0.11% | 65 |
|
|
2024
Q1 | $1.17M | Buy |
+23,033
| New | +$1.17M | 0.3% | 39 |
|