Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RLJ
Rlj Lodging Trust

Real Estate
Q1 2022 Filed on May 11, 2022
774
$12.21 - $15.34 $9.45K - $11.9K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
14
$39.9 - $61.33 $559 - $859
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
83
$82.05 - $97.15 $6.81K - $8.06K
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2022 Filed on May 11, 2022
963
$54.26 - $64.02 $52.3K - $61.7K
Power & Digital Infra Acq CO
Q1 2022 Filed on May 11, 2022
6,350
N/A
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
104
$60.03 - $76.49 $6.24K - $7.95K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
28
$8.43 - $20.9 $236 - $585
SAIA
Saia Inc

Industrials
Q1 2022 Filed on May 11, 2022
66
$243.82 - $317.83 $16.1K - $21K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q1 2022 Filed on May 11, 2022
22
$35.71 - $51.18 $786 - $1.13K
OMCL
Omnicell, Inc

Healthcare
Q1 2022 Filed on May 11, 2022
6
$120.68 - $180.51 $724 - $1.08K
POOL
Pool Corp

Industrials
Q1 2022 Filed on May 11, 2022
4
$415.42 - $550.25 $1.66K - $2.2K
Nuance Communications Inc
Q1 2022 Filed on May 11, 2022
39
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
323
$11.65 - $17.98 $3.76K - $5.81K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
61
$17.98 - $24.65 $1.1K - $1.5K
KOS
Kosmos Energy Ltd.

Energy
Q1 2022 Filed on May 11, 2022
2,598
$3.82 - $7.19 $9.92K - $18.7K
EXEL
Exelixis, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
53
$17.03 - $22.67 $903 - $1.2K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
38
$181.48 - $269.19 $6.9K - $10.2K
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
DOCN
Digital Ocean Holdings, Inc.

Technology
Q1 2022 Filed on May 11, 2022
15
$44.76 - $75.29 $671 - $1.13K
DBRG
Digital Bridge Group, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
290
$6.58 - $8.25 $1.91K - $2.39K
STVN
Stevanato Group S.P.A.

Healthcare
Q1 2022 Filed on May 11, 2022
34
$15.23 - $21.47 $518 - $730
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
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
387
$44.64 - $55.71 $17.3K - $21.6K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q1 2022 Filed on May 11, 2022
169
$60.49 - $72.67 $10.2K - $12.3K
CERT
Certara, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
28
$17.89 - $28.73 $501 - $804
BL
Blackline, Inc.

Technology
Q1 2022 Filed on May 11, 2022
14
$65.77 - $103.04 $921 - $1.44K
FAF
First American Financial Corp

Financial Services
Q1 2022 Filed on May 11, 2022
10
$64.02 - $80.64 $640 - $806
BEN
Franklin Resources Inc

Financial Services
Q1 2022 Filed on May 11, 2022
45
$26.83 - $35.96 $1.21K - $1.62K
ONON
On Holding Ag

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
16
$19.92 - $38.68 $319 - $619
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
13
$62.2 - $84.4 $809 - $1.1K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 11, 2022
49
$74.35 - $138.65 $3.64K - $6.79K
VRNS
Varonis Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
28
$32.76 - $48.66 $917 - $1.36K
WE
We Work Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
153
$4.77 - $9.72 $730 - $1.49K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2022 Filed on May 11, 2022
381
$38.56 - $49.13 $14.7K - $18.7K
JNPR
Juniper Networks Inc

Technology
Q1 2022 Filed on May 11, 2022
5
$31.43 - $37.69 $157 - $188
WK
Workiva Inc

Technology
Q1 2022 Filed on May 11, 2022
10
$93.64 - $128.13 $936 - $1.28K
FTI
Technip Fmc PLC

Energy
Q1 2022 Filed on May 11, 2022
897
$6.36 - $7.9 $5.7K - $7.09K
FRPT
Freshpet, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
12
$83.19 - $109.74 $998 - $1.32K
HEIA
Heico Crp Cl A
Q1 2022 Filed on May 11, 2022
68
N/A
Contango Oil & Gas CO
Q4 2021 Filed on Feb 08, 2022
4,000
N/A
Coresite Rlty Corp
Q4 2021 Filed on Feb 08, 2022
80
N/A
CHE
Chemed Corp

Healthcare
Q4 2021 Filed on Feb 08, 2022
12
$407.54 - $536.14 $4.89K - $6.43K
TTNP
Titan Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 08, 2022
6
$1.02 - $1.93 $6.12 - $11.6
Bonanza Creek Energy Inc
Q4 2021 Filed on Feb 08, 2022
89
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
150
$20.14 - $20.56 $3.02K - $3.08K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 08, 2022
23
$65.13 - $83.18 $1.5K - $1.91K
WLL
Whiting Petroleum Corp

Energy
Q4 2021 Filed on Feb 08, 2022
127
$5.76 - $12.44 $732 - $1.58K
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