Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VCYT
Veracyte, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,775
$32.49 - $61.88 $57.7K - $110K
TYL
Tyler Technologies Inc

Technology
Q4 2020 Filed on Feb 12, 2021
20
$350.72 - $461.86 $7.01K - $9.24K
Social Cap Hdosphia Hldg CO
Q4 2020 Filed on Feb 12, 2021
4,350
N/A
Social Cap Hedspia Hldg CO I
Q4 2020 Filed on Feb 12, 2021
4,625
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q4 2020 Filed on Feb 12, 2021
650
$136.58 - $223.38 $88.8K - $145K
WIX
Wix.Com Ltd.

Technology
Q4 2020 Filed on Feb 12, 2021
185
$241.44 - $295.64 $44.7K - $54.7K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 12, 2021
43
N/A
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2020 Filed on Feb 12, 2021
3,125
$17.42 - $33.8 $54.4K - $106K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
Q4 2020 Filed on Feb 12, 2021
13,300
$11.57 - $13.87 $154K - $184K
Bk Of America Corp
Q4 2020 Filed on Feb 12, 2021
250
N/A
TDC
Teradata Corp

Technology
Q4 2020 Filed on Feb 12, 2021
38
$18.37 - $23.47 $698 - $892
MGNI
Magnite, Inc.

Communication Services
Q4 2020 Filed on Feb 12, 2021
6,625
$7.23 - $32.5 $47.9K - $215K
NCR
Ncr Corp

Technology
Q4 2020 Filed on Feb 12, 2021
38
$19.6 - $37.57 $745 - $1.43K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q4 2020 Filed on Feb 12, 2021
3,575
$26.01 - $50.16 $93K - $179K
Livongo Health Inc
Q4 2020 Filed on Feb 12, 2021
640
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
400
$51.91 - $71.5 $20.8K - $28.6K
Ishares Tr
Q3 2020 Filed on Nov 03, 2020
6,151
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
188
$49.26 - $58.76 $9.26K - $11K
Whiting Pete Corp New
Q3 2020 Filed on Nov 03, 2020
9,525
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q3 2020 Filed on Nov 03, 2020
52
N/A
ARNC
Arconic Corp

Industrials
Q3 2020 Filed on Nov 03, 2020
36
$13.07 - $23.08 $471 - $831
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q3 2020 Filed on Nov 03, 2020
450
$45.25 - $52.27 $20.4K - $23.5K
EIX
Edison International

Utilities
Q3 2020 Filed on Nov 03, 2020
67
$49.3 - $56.71 $3.3K - $3.8K
GPS
Gap Inc

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
44
$11.15 - $18.39 $491 - $809
Superior Energy Svcs Inc
Q3 2020 Filed on Nov 03, 2020
5
N/A
OGS
One Gas, Inc.

Utilities
Q3 2020 Filed on Nov 03, 2020
66
$66.55 - $79.04 $4.39K - $5.22K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
64
$28.21 - $33.84 $1.81K - $2.17K
Mylan Nv
Q3 2020 Filed on Nov 03, 2020
47
N/A
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
28
N/A
Eqm Midstream Partners LP
Q2 2020 Filed on Aug 11, 2020
1,323
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2020 Filed on Aug 11, 2020
65
$51.64 - $54.14 $3.36K - $3.52K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2020 Filed on Aug 11, 2020
110
$40.96 - $60.96 $4.51K - $6.71K
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 11, 2020
97,882
N/A
Caesars Entmt Corp
Q2 2020 Filed on Aug 11, 2020
5,000
N/A
Seadrill LTD
Q2 2020 Filed on Aug 11, 2020
7
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
1,000
N/A
LNC
Lincoln National Corp

Financial Services
Q2 2020 Filed on Aug 11, 2020
107
$23.46 - $50.04 $2.51K - $5.35K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 11, 2020
63,002
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
23
N/A
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2020 Filed on Aug 11, 2020
50
$94.25 - $126.53 $4.71K - $6.33K
ICUI
Icu Medical Inc

Healthcare
Q2 2020 Filed on Aug 11, 2020
60
$172.31 - $230.89 $10.3K - $13.9K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2020 Filed on May 07, 2020
4,076
$11.59 - $20.43 $47.2K - $83.3K
HDB
Hdfc Bank LTD

Financial Services
Q1 2020 Filed on May 07, 2020
168
$29.96 - $63.7 $5.03K - $10.7K
California Res Corp
Q1 2020 Filed on May 07, 2020
3
N/A
EQAL
Invesco ETF

ETFs
Q1 2020 Filed on May 07, 2020
400
$20.58 - $34.82 $8.23K - $13.9K
Gardner Denver Hldgs Inc
Q1 2020 Filed on May 07, 2020
450
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2020 Filed on May 07, 2020
73
$32.36 - $58.18 $2.36K - $4.25K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
Q1 2020 Filed on May 07, 2020
700
$25.01 - $45.12 $17.5K - $31.6K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on May 07, 2020
309
$19.66 - $31.28 $6.07K - $9.67K
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