Lee Financial CO Incresed Positions in Q3 2024

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ALLY
Ally Financial Inc.

Financial Services
6.83K
+ 36.09%
$32.67 - $45.01 $223K - $308K
25.8K $916K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.85K
+ 10.13%
$66.55 - $74.93 $123K - $138K
20.1K $1.45M
WMB
Williams Companies, Inc.

Energy
2.98K
+ 38.47%
$41.24 - $46.22 $123K - $138K
10.7K $489K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.03%
$214.77 - $237.72 $430 - $475
7.41K $1.76M
MA
Mastercard Inc

Financial Services
47
+ 2.16%
$429.6 - $500.99 $20.2K - $23.5K
2.23K $1.1M
IBM
International Business Machines Corp

Technology
244
+ 14.75%
$175.1 - $223.38 $42.7K - $54.5K
1.9K $419K
NEE
Nextera Energy Inc

Utilities
1.08K
+ 36.19%
$69.9 - $84.97 $75.5K - $91.8K
4.06K $343K
CODI
Compass Diversified Holdings

Industrials
4.99K
+ 9.75%
$20.23 - $24.06 $101K - $120K
56.1K $1.24M
PFE
Pfizer Inc

Healthcare
3.9K
+ 50.09%
$27.7 - $31.39 $108K - $122K
11.7K $337K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.8K
+ 9.65%
$28.02 - $32.68 $50.4K - $58.8K
20.5K $659K
SUI
Sun Communities Inc

Real Estate
40
+ 0.64%
$117.46 - $147.6 $4.7K - $5.9K
6.28K $848K
BX
Blackstone Inc.

Financial Services
240
+ 13.72%
$120.77 - $159.66 $29K - $38.3K
1.99K $304K
CNI
Canadian National Railway CO

Industrials
822
+ 9.74%
$110.1 - $123.65 $90.5K - $102K
9.26K $1.08M
HCA
Hca Healthcare, Inc.

Healthcare
33
+ 4.19%
$315.12 - $406.43 $10.4K - $13.4K
821 $333K
V
Visa Inc.

Financial Services
143
+ 4.44%
$253.74 - $291.56 $36.3K - $41.7K
3.37K $925K
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 14.65%
$245.82 - $304.51 $29.5K - $36.5K
939 $285K
KMI
Kinder Morgan, Inc.

Energy
2.29K
+ 19.93%
$19.72 - $22.22 $45.1K - $50.8K
13.8K $304K
JNJ
Johnson & Johnson

Healthcare
157
+ 5.0%
$145.48 - $167.38 $22.8K - $26.3K
3.3K $534K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
596
+ 19.38%
$96.25 - $101.98 $57.4K - $60.8K
3.67K $371K
VBTX
Veritex Holdings, Inc.

Financial Services
35
+ 0.35%
$20.28 - $26.48 $710 - $927
10K $264K
AMAT
Applied Materials Inc

Technology
420
+ 44.07%
$174.88 - $254.97 $73.4K - $107K
1.37K $277K
CNQ
Canadian Natural Resources LTD

Energy
4.71K
+ 10.18%
$31.97 - $37.41 $151K - $176K
51K $1.69M
MRK
Merck & Co., Inc.

Healthcare
1.38K
+ 12.5%
$111.15 - $128.97 $154K - $178K
12.4K $1.41M
GOOGL
Alphabet Inc.

Communication Services
745
+ 13.49%
$148.65 - $191.18 $111K - $142K
6.27K $1.04M
LUV
Southwest Airlines CO

Industrials
626
+ 5.16%
$23.7 - $29.93 $14.8K - $18.7K
12.8K $378K
CVX
Chevron Corp

Energy
349
+ 10.78%
$137.88 - $161.97 $48.1K - $56.5K
3.59K $527K
MUB
Ishares National Muni Bond ETF

ETFs
90
+ 1.73%
$106.13 - $108.7 $9.55K - $9.78K
5.29K $574K
TOI
Oncology Institute, Inc.

Healthcare
53.4K
+ 190.79%
$0.28 - $0.56 $14.9K - $29.9K
81.4K $26K
GOOG
Alphabet Inc.

Communication Services
574
+ 11.44%
$149.54 - $192.66 $85.8K - $111K
5.59K $934K
IEMG
Ishares Inc

ETFs
84
+ 0.52%
$53.64 - $53.64 $4.51K - $4.51K
16.3K $873K
STZ
Constellation Brands, Inc.

Consumer Defensive
18
+ 1.12%
$236.42 - $259.82 $4.26K - $4.68K
1.62K $418K
Linde PLC
173
+ 6.0%
N/A
3.06K $0
Viper Energy Inc
5.71K
+ 16.75%
N/A
39.8K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
350
+ 6.09%
$49.83 - $62.75 $17.4K - $22K
6.1K $351K
F
Ford Motor CO

Consumer Cyclical
1.15K
+ 4.57%
$9.71 - $14.55 $11.2K - $16.7K
26.3K $278K
DINO
Hf Sinclair Corp

Energy
30
+ 0.27%
$44.42 - $53.6 $1.33K - $1.61K
11.3K $502K
XLE
Energy Sector Spdr

ETFs
1.6K
+ 0.78%
$84.35 - $93.39 $135K - $150K
207K $18.1M
Activity Summary
Buys All Purchases 130 New Holdings 42 Increased Positions 88 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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