Lee Financial CO Sells in Q3 2024

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-25.3K
- 28.28%
$119.99 - $135.74 $3.03M - $3.43M
64.1K $8.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-18.4K
- 45.31%
$81.31 - $83.29 $1.5M - $1.54M
22.3K $1.85M
BNL
Broadstone Net Lease, Inc.

Real Estate
-57.7K
- 55.92%
$15.64 - $18.95 $902K - $1.09M
45.5K $861K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5.97K
- 49.18%
$98.99 - $101.51 $591K - $606K
6.17K $625K
TXN
Texas Instruments Inc

Technology
-1.4K
- 19.17%
$194.6 - $194.6 $273K - $273K
5.91K $1.15M
SPGI
S&P Global Inc.

Financial Services
-633
- 23.55%
$446.32 - $527.38 $283K - $334K
2.06K $1.06M
COST
Costco Wholesale Corp

Consumer Defensive
-212
- 14.45%
$801.83 - $917.05 $170K - $194K
1.26K $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.7K
- 10.25%
$36.98 - $41.55 $174K - $195K
41.1K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
-493
- 22.15%
$160.76 - $177.82 $79.3K - $87.7K
1.73K $300K
TJX
Tjx Companies Inc

Consumer Cyclical
-555
- 19.16%
$107.93 - $120.23 $59.9K - $66.7K
2.34K $275K
ETN
Eaton Corp PLC

Industrials
-98
- 12.41%
$272.52 - $333.02 $26.7K - $32.6K
692 $229K
PEP
Pepsico Inc

Consumer Defensive
-162
- 5.87%
$161.9 - $179.3 $26.2K - $29K
2.6K $441K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-222
- 4.97%
$175.46 - $203.3 $39K - $45.1K
4.24K $860K
ZTS
Zoetis Inc.

Healthcare
-152
- 12.93%
$172.58 - $196.48 $26.2K - $29.9K
1.02K $200K
FNDF
Schwab Fundamental Intl Large

ETFs
-13.9K
- 6.29%
$33.67 - $37.71 $469K - $525K
207K $7.75M
XOM
Exxon Mobil Corp

Energy
-435
- 1.8%
$109.72 - $119.0 $47.7K - $51.8K
23.7K $2.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-54
- 5.08%
$475.2 - $527.7 $25.7K - $28.5K
1.01K $532K
IEV
Ishares Tr Europe ETF

ETFs
-168
- 4.11%
$53.25 - $58.78 $8.95K - $9.88K
3.92K $228K
AMGN
Amgen Inc

Healthcare
-87
- 2.44%
$309.38 - $337.38 $26.9K - $29.4K
3.48K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 1.11%
$332.02 - $382.76 $8.3K - $9.57K
2.22K $832K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-36
- 0.71%
$39.95 - $45.86 $1.44K - $1.65K
5K $228K
IVE
Ishares S&P 500 Value ETF

ETFs
-635
- 6.14%
$181.06 - $197.17 $115K - $125K
9.72K $1.92M
CFB
Crossfirst Bankshares, Inc.

Financial Services
-60
- 0.35%
$13.95 - $18.68 $837 - $1.12K
17.3K $288K
DE
Deere & CO

Industrials
-157
- 6.16%
$344.84 - $418.0 $54.1K - $65.6K
2.39K $998K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.22K
- 4.68%
$19.78 - $23.53 $24.2K - $28.8K
24.9K $576K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.72%
$294.65 - $384.0 $1.47K - $1.92K
690 $263K
WSO
Watsco Inc

Industrials
-80
- 1.83%
$448.73 - $519.89 $35.9K - $41.6K
4.29K $2.11M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-90
- 0.4%
$60.13 - $68.17 $5.41K - $6.14K
22.7K $1.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.66K
- 3.52%
$103.87 - $117.59 $172K - $195K
45.5K $5.33M
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 0.34%
$255.18 - $283.2 $8.68K - $9.63K
9.99K $2.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-117
- 0.37%
$434.77 - $502.96 $50.9K - $58.8K
31.6K $15.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-25
- 0.03%
$25.45 - $29.53 $636 - $738
95.9K $2.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.22K
- 2.83%
$105.53 - $118.34 $128K - $144K
41.8K $4.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-379
- 0.32%
$61.11 - $67.85 $23.2K - $25.7K
118K $8.02M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-623
- 0.56%
$75.47 - $83.18 $47K - $51.8K
111K $9.21M
GLD
Spdr Gold Trust

ETFs
-4.15K
- 4.9%
$215.56 - $246.98 $893K - $1.02M
80.4K $19.5M
FNDX
Schwab Fundamental U S Large C

ETFs
-3.51K
- 0.42%
$65.36 - $71.76 $229K - $252K
833K $59.7M
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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