Institutions / Lee Financial Co / Activity
Activity — Lee Financial Co
30 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $1.04M | +14K +166.78% | 22,967 0.24% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $803.7K | +2K +343.58% | 2,901 0.15% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $405.7K | +679 +26.82% | 3,211 0.27% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $345.4K | +5K +35.31% | 19,755 0.19% of portfolio | low |
| Q1 2026 as of | Add | 464287226 Common stock | $314.4K | +3K +42.73% | 10,578 0.15% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $300.9K | +4K +0.32% | 1,399,885 13.34% of portfolio | low |
| Q1 2026 as of | Add | 78464A607 Common stock | $219.2K | +2K +28.81% | 9,707 0.14% of portfolio | low |
| Q1 2026 as of | Add | 808524730 Common stock | $202.2K | +5K +21.09% | 30,354 0.16% of portfolio | low |
| Q1 2026 as of | Add | Broadridge Financial Solutions Inc Common stock | $189.8K | +1K +15.67% | 8,613 0.20% of portfolio | low |
| Q1 2026 as of | Add | 46428Q109 Common stock | $163.2K | +2K +26.24% | 11,524 0.11% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $158.8K | +655 +69.17% | 1,602 0.05% of portfolio | low |
| Q1 2026 as of | Add | 808524755 Common stock | $157.9K | +3K +1.61% | 203,513 1.40% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $129.5K | +1K +2.22% | 47,972 0.84% of portfolio | low |
| Q1 2026 as of | Add | Newmont Corp Common stock | $126.4K | +1K +3.65% | 33,135 0.51% of portfolio | low |
| Q1 2026 as of | Add | 808524607 Common stock | $122.2K | +4K +3.83% | 113,911 0.47% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $70.8K | +406 +2.16% | 19,200 0.47% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $43.4K | +857 +8.93% | 10,459 0.07% of portfolio | low |
| Q1 2026 as of | Add | Dorchester Minerals, L.P. Common stock | $27.1K | +1K +3.91% | 26,605 0.10% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $19.9K | +100 +9.99% | 1,101 0.03% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $19.7K | +95 +4.32% | 2,292 0.07% of portfolio | low |
| Q1 2026 as of | Add | Sunoco LP Common stock | $13.4K | +206 +4.76% | 4,530 0.04% of portfolio | low |
| Q1 2026 as of | Add | CQP Cheniere Energy Partners, L.P. MLP | $13.3K | +206 +4.51% | 4,776 0.04% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $10.3K | +32 +0.32% | 10,069 0.46% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $7.4K | +70 +2.56% | 2,807 0.04% of portfolio | low |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $6.3K | +166 +0.32% | 51,757 0.28% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $3.4K | +8 +0.36% | 2,227 0.13% of portfolio | low |
| Q1 2026 as of | Add | 46434G103 Common stock | $3.0K | +43 +0.28% | 15,667 0.15% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $1.5K | +4 +0.39% | 1,028 0.05% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $639 | +4 +0.18% | 2,221 0.05% of portfolio | low |
| Q1 2026 as of | Add | Southwest Airlines Co Common stock | $151 | +4 +0.04% | 9,081 0.05% of portfolio | low |