Lee Financial Group Hawaii, Inc. Global X Fds Global X Social M Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$52.14 - $65.88 $4.66 Million - $5.89 Million	-89,422 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	$60.12 - $72.08 $1.67 Million - $2.01 Million	-27,828 Reduced 23.73%	89,422 $5.45 Million
Q2 2021 Aug 09, 2021	SELL	$61.41 - $72.64 $65,094 - $76,998	-1,060 Reduced 0.9%	117,250 $8.49 Million
Q1 2021 May 10, 2021	BUY	$62.15 - $78.16 $4.46 Million - $5.61 Million	71,817 Added 154.47%	118,310 $7.89 Million
Q4 2020 Feb 03, 2021	BUY	$49.16 - $62.24 $512,542 - $648,914	10,426 Added 28.91%	46,493 $2.87 Million
Q3 2020 Oct 27, 2020	BUY	$43.62 - $51.75 $408,588 - $484,742	9,367 Added 35.08%	36,067 $1.76 Million
Q2 2020 Jul 23, 2020	BUY	$28.31 - $43.71 $755,877 - $1.17 Million	26,700 New	26,700 $1.14 Million

Others Institutions Holding SOCL

# of Institutions

50

Shares Held

1.36M

Call Options Held

0

Put Options Held

5.2K

Daiwa Securities Group Inc. Tokyo, M0

465K
Shares

$20.7 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

336K
Shares

$15 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$9.58 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

55.4K
Shares

$2.47 Million
0.0% of portfolio
Morgan Stanley New York, NY

52.9K
Shares

$2.35 Million
0.0% of portfolio

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