Institutions / Lee Financial Co / Activity
Activity — Lee Financial Co
130 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Southwest Airlines Co Common stock | $151 | +4 +0.04% | 9,081 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 | Trim | 808524706 Common stock | $-824 | -25 -0.03% | 97,683 0.45% 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 | Trim | Pfizer Inc Common stock | $-2.6K | -93 -0.86% | 10,784 0.04% 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 | Trim | Blue Owl Capital Inc. Common stock | $-3.3K | -356 -0.53% | 66,825 0.09% of portfolio | low |
| Q1 2026 as of | Trim | International Paper Co /New Common stock | $-3.4K | -95 -0.43% | 21,779 0.11% 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 | Trim | Ally Financial Inc. Common stock | $-4.3K | -110 -0.40% | 27,383 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Essential Utilities, Inc. Common stock | $-4.5K | -112 -0.41% | 27,109 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-4.9K | -14 -0.44% | 3,200 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Viper Energy, Inc. Common stock | $-5.2K | -110 -0.33% | 33,309 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-5.4K | -58 -1.76% | 3,230 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-5.6K | -120 -0.40% | 30,201 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Old Republic International Corp Common stock | $-5.9K | -149 -0.44% | 33,394 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Service Corp International Common stock | $-6.3K | -76 -0.52% | 14,553 0.17% 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 | Trim | Walmart Inc. Common stock | $-6.7K | -54 -0.37% | 14,543 0.26% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-6.7K | -7 -0.52% | 1,329 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Ferguson Enterprises Inc. /DE Common stock | $-7.0K | -30 -0.47% | 6,358 0.21% 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 | Trim | 808524805 Common stock | $-7.7K | -312 -0.42% | 73,266 0.26% of portfolio | low |
| Q1 2026 as of | Trim | QSR Restaurant Brands International Inc. Common Stock | $-8.1K | -109 -0.55% | 19,611 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Citizens Financial Group INC/RI Common stock | $-9.4K | -157 -0.44% | 35,602 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-9.5K | -19 -0.92% | 2,050 0.14% 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 | Trim | Entergy Corp /De Common stock | $-11.0K | -98 -0.48% | 20,142 0.32% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-12.4K | -75 -0.52% | 14,475 0.34% 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 | Sunoco LP Common stock | $13.4K | +206 +4.76% | 4,530 0.04% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-16.2K | -84 -0.84% | 9,964 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-17.4K | -56 -6.59% | 794 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 | The Boeing Company Common stock | $19.9K | +100 +9.99% | 1,101 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-20.6K | -36 -2.43% | 1,447 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-22.1K | -34 -2.71% | 1,220 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Fidelity National Financial Inc Common stock | $-23.6K | -509 -5.00% | 9,678 0.06% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-25.8K | -28 -1.60% | 1,718 0.22% 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 | Trim | Oracle Corp Common stock | $-28.5K | -194 -3.14% | 5,986 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-28.6K | -365 -1.86% | 19,245 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-35.4K | -145 -5.50% | 2,491 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-38.0K | -231 -2.27% | 9,941 0.23% 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 | Trim | 46434V621 Common stock | $-49.8K | -709 -11.22% | 5,611 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-54.6K | -716 -2.78% | 25,042 0.27% of portfolio | low |
| Q1 2026 as of | Trim | 464288257 Common stock | $-66.8K | -483 -1.17% | 40,862 0.80% 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 | Trim | ET Energy Transfer LP MLP | $-73.1K | -4K -8.69% | 39,824 0.11% of portfolio | low |