Institutions / Lee Financial Co / Activity
Activity — Lee Financial Co
130 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-532.7K | -1K -9.37% | 13,918 0.73% 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 | Trim | Broadcom Inc. Common stock | $-568.0K | -2K -12.41% | 12,951 0.57% 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 | Trim | Cisco Systems, Inc. Common stock | $-676.7K | -9K -38.19% | 14,115 0.15% 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 | Trim | Linde PLC Common stock | $-716.9K | -1K -56.97% | 1,092 0.08% 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 | Trim | 464287309 Common stock | $-773.4K | -7K -1.89% | 354,513 5.66% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-794.3K | -2K -2.42% | 74,497 4.52% 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 | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $844.6K | +2K | 2,498 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 33738D101 Common stock | $-849.8K | -19K -2.75% | 688,357 4.24% of portfolio | low |
| Q1 2026 as of | Trim | 29250N105 Common stock | $-880.0K | -16K -44.54% | 20,242 0.15% of portfolio | low |
| Q1 2026 as of | Exit | American Tower Corp Common stock | $-910.1K | -5K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Unitedhealth Group Inc Common stock | $-949.4K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-953.5K | -2K -5.33% | 29,356 2.39% 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 | Add | Williams Cos Inc/The Common stock | $1.04M | +14K +166.78% | 22,967 0.24% 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 | Exit | 92206C409 Common stock | $-1.08M | -13K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Merck & Co., Inc. Common stock | $-1.12M | -11K -100.00% | 0 | low |
| Q1 2026 as of | New | Texas Instruments Inc Common stock | $1.22M | +6K | 6,308 0.17% of portfolio | low |
| Q1 2026 as of | Exit | Watsco, Inc. Common stock | $-1.23M | -4K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-1.61M | -26K -24.20% | 82,335 0.71% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-2.30M | -5K -6.35% | 70,683 4.78% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-2.31M | -4K -1.29% | 269,520 24.84% of portfolio | low |
| Q1 2026 as of | Trim | 808524771 Common stock | $-3.91M | -140K -6.04% | 2,183,679 8.58% of portfolio | low |
| Q1 2026 as of | Trim | 464288679 Common stock | $-4.27M | -39K -26.18% | 109,121 1.70% of portfolio | low |
| Q1 2026 as of | Trim | 464287887 Common stock | $-7.10M | -49K -88.09% | 6,632 0.14% of portfolio | medium |