Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Enbridge Energy Management L
Q4 2018 Filed on Feb 11, 2019
98
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
4,799
$78.02 - $105.69 $374K - $507K
Energy Transfer Partners LP
Q4 2018 Filed on Feb 11, 2019
6,462
N/A
Uqm Technologies Inc
Q4 2018 Filed on Feb 11, 2019
42,756
N/A
Proshares Tr
Q4 2018 Filed on Feb 11, 2019
200
N/A
Proshares Tr
Q4 2018 Filed on Feb 11, 2019
100
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
1,400
N/A
Vereit Inc
Q4 2018 Filed on Feb 11, 2019
5,046
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2018 Filed on Feb 11, 2019
6,900
$9.92 - $20.53 $68.4K - $142K
TU
Telus Corp

Communication Services
Q4 2018 Filed on Feb 11, 2019
415
$16.33 - $18.32 $6.78K - $7.6K
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
6,968
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2018 Filed on Feb 11, 2019
191
N/A
Belmond LTD
Q4 2018 Filed on Feb 11, 2019
500
N/A
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
59
N/A
ALKS
Alkermes Plc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
240
$27.94 - $44.61 $6.71K - $10.7K
Energy Xxi Gulf Coast Inc
Q4 2018 Filed on Feb 11, 2019
1,300
N/A
Symantec Corp
Q4 2018 Filed on Feb 11, 2019
750
N/A
Invuity Inc
Q4 2018 Filed on Feb 11, 2019
540
N/A
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
775
N/A
Hollyfrontier Corp
Q4 2018 Filed on Feb 11, 2019
3,270
N/A
Ishares Tr
Q4 2018 Filed on Feb 11, 2019
10,181
N/A
EPC
Edgewell Personal Care CO

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
61
$46.23 - $58.49 $2.82K - $3.57K
ENR
Energizer Holdings, Inc.

Industrials
Q3 2018 Filed on Nov 07, 2018
99
$58.65 - $65.06 $5.81K - $6.44K
Eclipse Res Corp
Q3 2018 Filed on Nov 07, 2018
700
N/A
C&J Energy Svcs Inc New
Q3 2018 Filed on Nov 07, 2018
100
N/A
Dominion Energy Midstrm Prtn
Q3 2018 Filed on Nov 07, 2018
1,334
N/A
Celgene Corp
Q3 2018 Filed on Nov 07, 2018
56
N/A
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2018 Filed on Nov 07, 2018
28
$143.8 - $158.83 $4.03K - $4.45K
Boardwalk Pipeline Partners
Q3 2018 Filed on Nov 07, 2018
400
N/A
Eqt Gp Hldgs LP
Q3 2018 Filed on Nov 07, 2018
335
N/A
POST
Post Holdings, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
141
$55.53 - $65.87 $7.83K - $9.29K
EXR
Extra Space Storage Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
1,050
$85.53 - $100.76 $89.8K - $106K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2018 Filed on Nov 07, 2018
1,100
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2018 Filed on Nov 07, 2018
24
$212.56 - $227.84 $5.1K - $5.47K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
112
$25.95 - $28.96 $2.91K - $3.24K
HLNE
Hamilton Lane Inc

Financial Services
Q3 2018 Filed on Nov 07, 2018
100
$44.28 - $52.1 $4.43K - $5.21K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
217
$24.65 - $27.24 $5.35K - $5.91K
PJT
Pjt Partners Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
8
$52.35 - $60.78 $419 - $486
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
45
$26.2 - $30.96 $1.18K - $1.39K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 07, 2018
200
$50.85 - $64.77 $10.2K - $13K
Express Scripts Hldg CO
Q3 2018 Filed on Nov 07, 2018
42
N/A
Flexion Therapeutics Inc
Q3 2018 Filed on Nov 07, 2018
500
N/A
DCI
Donaldson CO Inc

Industrials
Q3 2018 Filed on Nov 07, 2018
83
$44.49 - $59.18 $3.69K - $4.91K
PRI
Primerica, Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
107
$101.0 - $127.7 $10.8K - $13.7K
Athene Hldg LTD
Q3 2018 Filed on Nov 07, 2018
700
N/A
BFB
Brown Forman Corp Cl B
Q3 2018 Filed on Nov 07, 2018
149
N/A
WPP
Wpp PLC

Communication Services
Q3 2018 Filed on Nov 07, 2018
39
$73.05 - $84.37 $2.85K - $3.29K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
187
$40.22 - $46.0 $7.52K - $8.6K
USA
Liberty All Star Equity Fund

Financial Services
Q3 2018 Filed on Nov 07, 2018
38,736
$6.44 - $6.85 $249K - $265K
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