Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Seattle Genetics Inc
Q4 2020 Filed on Feb 12, 2021
400
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2020 Filed on Feb 12, 2021
80,000
$13.89 - $15.49 $1.11M - $1.24M
TYL
Tyler Technologies Inc

Technology
Q4 2020 Filed on Feb 12, 2021
20
$350.72 - $461.86 $7.01K - $9.24K
DRQ
Dril Quip Inc

Energy
Q4 2020 Filed on Feb 12, 2021
105
$23.86 - $34.1 $2.51K - $3.58K
WIX
Wix.Com Ltd.

Technology
Q4 2020 Filed on Feb 12, 2021
185
$241.44 - $295.64 $44.7K - $54.7K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2020 Filed on Feb 12, 2021
650
$136.58 - $223.38 $88.8K - $145K
HCAT
Health Catalyst, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,600
$31.9 - $44.89 $51K - $71.8K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
400
$51.91 - $71.5 $20.8K - $28.6K
Social Cap Hdosphia Hldg CO
Q4 2020 Filed on Feb 12, 2021
4,350
N/A
APPN
Appian Corp

Technology
Q4 2020 Filed on Feb 12, 2021
1,000
$63.3 - $193.87 $63.3K - $194K
AX
Axos Financial, Inc.

Financial Services
Q4 2020 Filed on Feb 12, 2021
500
$23.61 - $37.71 $11.8K - $18.9K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2020 Filed on Feb 12, 2021
3,125
$17.42 - $33.8 $54.4K - $106K
BOC
Boston Omaha Corp

Communication Services
Q4 2020 Filed on Feb 12, 2021
3,125
$15.94 - $27.65 $49.8K - $86.4K
VCYT
Veracyte, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,775
$32.49 - $61.88 $57.7K - $110K
CVA
Covanta Holding Corporation

Industrials
Q4 2020 Filed on Feb 12, 2021
1,650
N/A
OGS
One Gas, Inc.

Utilities
Q3 2020 Filed on Nov 03, 2020
66
$66.55 - $79.04 $4.39K - $5.22K
Ishares Tr
Q3 2020 Filed on Nov 03, 2020
6,151
N/A
DXJS
Wisdomtree Tr Japan Smallcap H
Q3 2020 Filed on Nov 03, 2020
52
N/A
Mylan Nv
Q3 2020 Filed on Nov 03, 2020
47
N/A
Superior Energy Svcs Inc
Q3 2020 Filed on Nov 03, 2020
5
N/A
ARNC
Arconic Corp

Industrials
Q3 2020 Filed on Nov 03, 2020
36
$13.07 - $23.08 $471 - $831
GPS
Gap Inc

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
44
$11.15 - $18.39 $491 - $809
EIX
Edison International

Utilities
Q3 2020 Filed on Nov 03, 2020
67
$49.3 - $56.71 $3.3K - $3.8K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q3 2020 Filed on Nov 03, 2020
450
$45.25 - $52.27 $20.4K - $23.5K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
64
$28.21 - $33.84 $1.81K - $2.17K
Whiting Pete Corp New
Q3 2020 Filed on Nov 03, 2020
9,525
N/A
Eqm Midstream Partners LP
Q2 2020 Filed on Aug 11, 2020
1,323
N/A
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
1,000
N/A
Caesars Entmt Corp
Q2 2020 Filed on Aug 11, 2020
5,000
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
23
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
Seadrill LTD
Q2 2020 Filed on Aug 11, 2020
7
N/A
ICUI
Icu Medical Inc

Healthcare
Q2 2020 Filed on Aug 11, 2020
60
$172.31 - $230.89 $10.3K - $13.9K
LNC
Lincoln National Corp

Financial Services
Q2 2020 Filed on Aug 11, 2020
107
$23.46 - $50.04 $2.51K - $5.35K
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 11, 2020
97,882
N/A
SSNC
Ss&C Technologies Holdings Inc

Technology
Q2 2020 Filed on Aug 11, 2020
110
$40.96 - $60.96 $4.51K - $6.71K
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
28
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
Chesapeake Energy Corp
Q2 2020 Filed on Aug 11, 2020
63,002
N/A
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on May 07, 2020
10
$24.36 - $64.1 $244 - $641
SLVP
Ishares Msci Global Silver And

ETFs
Q1 2020 Filed on May 07, 2020
2,500
$6.0 - $11.28 $15K - $28.2K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
225
$6.54 - $43.71 $1.47K - $9.83K
HDB
Hdfc Bank LTD

Financial Services
Q1 2020 Filed on May 07, 2020
168
$29.96 - $63.7 $5.03K - $10.7K
PINC
Premier, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
185
$27.4 - $37.04 $5.07K - $6.85K
National Oilwell Varco Inc
Q1 2020 Filed on May 07, 2020
278
N/A
California Res Corp
Q1 2020 Filed on May 07, 2020
3
N/A
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
Q1 2020 Filed on May 07, 2020
181
$52.78 - $82.93 $9.55K - $15K
JRVR
James River Group Holdings, Ltd.

Financial Services
Q1 2020 Filed on May 07, 2020
105
$27.74 - $46.51 $2.91K - $4.88K
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