Institutions / Lee Financial Co / Activity
Activity — Lee Financial Co
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Transalta Corp Common stock | $131.5K | +10K | 10,003 0.02% of portfolio | low |
| Q1 2026 as of | New | 33738R704 Common stock | $221.6K | +2K | 2,000 0.03% of portfolio | low |
| Q1 2026 as of | New | Corning Inc /Ny Common stock | $310.9K | +2K | 2,287 0.04% of portfolio | low |
| Q1 2026 as of | New | 46436E205 Common stock | $338.4K | +15K | 14,550 0.05% of portfolio | low |
| Q1 2026 as of | New | Ares Management Corporation Common stock | $448.4K | +4K | 4,110 0.06% of portfolio | low |
| Q1 2026 as of | New | 46435Gaa0 Common stock | $468.6K | +19K | 19,330 0.07% of portfolio | low |
| Q1 2026 as of | New | 46435Uaa9 Common stock | $471.0K | +19K | 19,430 0.07% of portfolio | low |
| Q1 2026 as of | New | 884903808 Common stock | $555.1K | +6K | 6,169 0.08% of portfolio | low |
| Q1 2026 as of | New | Genuine Parts Co Common stock | $632.0K | +6K | 5,967 0.09% of portfolio | low |
| Q1 2026 as of | New | G0250X149 Common stock | $685.3K | +17K | 17,239 0.10% of portfolio | low |
| Q1 2026 as of | New | 46435U515 Common stock | $732.0K | +29K | 28,900 0.10% of portfolio | low |
| Q1 2026 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $844.6K | +2K | 2,498 0.12% of portfolio | low |
| Q1 2026 as of | New | Microchip Technology Inc Common stock | $968.1K | +15K | 14,984 0.14% of portfolio | low |
| Q1 2026 as of | New | Dell Technologies Inc. Common stock | $1.05M | +6K | 6,406 0.15% of portfolio | low |
| Q1 2026 as of | New | Texas Instruments Inc Common stock | $1.22M | +6K | 6,308 0.17% of portfolio | low |