Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q2 2023 Filed on Aug 08, 2023
900
$34.44 - $36.35 $31K - $32.7K
STX
Seagate Technology Holdings PLC

Technology
Q2 2023 Filed on Aug 08, 2023
1,400
$55.12 - $66.88 $77.2K - $93.6K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2023 Filed on May 15, 2023
78
$16.94 - $24.46 $1.32K - $1.91K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2023 Filed on May 15, 2023
22,140
$30.23 - $38.04 $669K - $842K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2022 Filed on Aug 10, 2022
43
$29.55 - $34.97 $1.27K - $1.5K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q2 2022 Filed on Aug 10, 2022
1,659
$18.84 - $25.67 $31.3K - $42.6K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Aug 10, 2022
165
$49.43 - $58.65 $8.16K - $9.68K
CCL
Carnival Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
34
$8.65 - $20.22 $294 - $687
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 10, 2022
7
$162.49 - $317.18 $1.14K - $2.22K
Draftkings Inc
Q2 2022 Filed on Aug 10, 2022
10
N/A
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 10, 2022
15
$22.7 - $28.26 $341 - $424
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
Q2 2022 Filed on Aug 10, 2022
3,764
$49.65 - $58.69 $187K - $221K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
11
$81.99 - $156.56 $902 - $1.72K
Discovery Inc
Q2 2022 Filed on Aug 10, 2022
25
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Aug 10, 2022
438
$40.98 - $50.4 $17.9K - $22.1K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
27
$39.73 - $53.07 $1.07K - $1.43K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 10, 2022
4
$389.13 - $547.75 $1.56K - $2.19K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Aug 10, 2022
685
$99.0 - $100.08 $67.8K - $68.6K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
970
$41.15 - $50.23 $39.9K - $48.7K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Aug 10, 2022
104
$14.34 - $21.54 $1.49K - $2.24K
CIO
City Office Reit, Inc.

Real Estate
Q2 2022 Filed on Aug 10, 2022
178
$11.29 - $17.83 $2.01K - $3.17K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2022 Filed on Aug 10, 2022
39
$34.74 - $49.25 $1.35K - $1.92K
BDN
Brandywine Realty Trust

Real Estate
Q2 2022 Filed on Aug 10, 2022
137
$9.27 - $14.15 $1.27K - $1.94K
SCU
Sculptor Capital Management, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
120
$8.35 - $14.19 $1K - $1.7K
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2022 Filed on Aug 10, 2022
90
$83.14 - $145.99 $7.48K - $13.1K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
9
$67.88 - $77.54 $611 - $698
BC
Brunswick Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
14
$62.83 - $83.04 $880 - $1.16K
CERT
Certara, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
28
$17.89 - $28.73 $501 - $804
DBRG
Digital Bridge Group, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
290
$6.58 - $8.25 $1.91K - $2.39K
TDY
Teledyne Technologies Inc

Technology
Q1 2022 Filed on May 11, 2022
5
$397.41 - $473.12 $1.99K - $2.37K
BL
Blackline, Inc.

Technology
Q1 2022 Filed on May 11, 2022
14
$65.77 - $103.04 $921 - $1.44K
CNM
Core & Main, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
39
$20.41 - $30.78 $796 - $1.2K
Colfax Corp
Q1 2022 Filed on May 11, 2022
37
N/A
ESTC
Elastic N.V.

Technology
Q1 2022 Filed on May 11, 2022
24
$67.07 - $119.57 $1.61K - $2.87K
Quidel Corp
Q1 2022 Filed on May 11, 2022
13
N/A
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
169
$60.49 - $72.67 $10.2K - $12.3K
DOCN
Digital Ocean Holdings, Inc.

Technology
Q1 2022 Filed on May 11, 2022
15
$44.76 - $75.29 $671 - $1.13K
OGE
Oge Energy Corp.

Utilities
Q1 2022 Filed on May 11, 2022
100
$35.43 - $40.78 $3.54K - $4.08K
HEIA
Heico Crp Cl A
Q1 2022 Filed on May 11, 2022
68
N/A
FRPT
Freshpet, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
12
$83.19 - $109.74 $998 - $1.32K
BEN
Franklin Resources Inc

Financial Services
Q1 2022 Filed on May 11, 2022
45
$26.83 - $35.96 $1.21K - $1.62K
FAF
First American Financial Corp

Financial Services
Q1 2022 Filed on May 11, 2022
10
$64.02 - $80.64 $640 - $806
Sl Green Rlty Corp
Q1 2022 Filed on May 11, 2022
85
N/A
POOL
Pool Corp

Industrials
Q1 2022 Filed on May 11, 2022
4
$415.42 - $550.25 $1.66K - $2.2K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
15
N/A
EXEL
Exelixis, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
53
$17.03 - $22.67 $903 - $1.2K
AMRC
Ameresco, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
15
$44.15 - $83.41 $662 - $1.25K
AQUA
Evoqua Water Technologies Corp.

Industrials
Q1 2022 Filed on May 11, 2022
19
$37.26 - $47.86 $708 - $909
EVCM
Ever Commerce Inc.

Technology
Q1 2022 Filed on May 11, 2022
48
$10.85 - $15.45 $521 - $742
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