Institutions / Lee Financial Co / Activity
Activity — Lee Financial Co
130 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-270.2K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Blackstone Inc Common stock | $-245.5K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-237.2K | -825 -20.50% | 3,200 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 464287168 Common stock | $-225.3K | -1K -2.88% | 50,091 1.07% 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 | Add | 78464A607 Common stock | $219.2K | +2K +28.81% | 9,707 0.14% of portfolio | low |
| Q1 2026 as of | Exit | Chipotle Mexican Grill Inc Common stock | $-210.9K | -6K -100.00% | 0 | 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 | Trim | 808524508 Common stock | $-183.8K | -6K -1.84% | 317,188 1.39% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-178.2K | -844 -10.97% | 6,851 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-177.7K | -5K -43.04% | 7,015 0.03% 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 | Trim | Alkami Technology, Inc. Common stock | $-147.6K | -9K -18.88% | 40,480 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-147.5K | -1K -9.96% | 12,997 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-142.6K | -497 -9.28% | 4,858 0.20% of portfolio | low |
| Q1 2026 as of | Trim | 464287457 Common stock | $-139.3K | -2K -14.18% | 10,207 0.12% of portfolio | low |
| Q1 2026 as of | New | Transalta Corp Common stock | $131.5K | +10K | 10,003 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-130.9K | -398 -6.65% | 5,590 0.26% 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 | Trim | STERIS plc Common stock | $-125.2K | -566 -9.78% | 5,223 0.16% 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 | Trim | JPMorgan Chase & Co Common stock | $-112.4K | -382 -3.65% | 10,085 0.42% of portfolio | low |
| Q1 2026 as of | Trim | 808524847 Common stock | $-105.0K | -5K -22.67% | 16,660 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-88.3K | -292 -10.25% | 2,556 0.11% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-82.3K | -343 -11.29% | 2,694 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-79.4K | -381 -3.96% | 9,242 0.27% 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 |
| 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 | 464288257 Common stock | $-66.8K | -483 -1.17% | 40,862 0.80% 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 | 46434V621 Common stock | $-49.8K | -709 -11.22% | 5,611 0.06% 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 | Morgan Stanley Common stock | $-38.0K | -231 -2.27% | 9,941 0.23% 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 | 464288273 Common stock | $-28.6K | -365 -1.86% | 19,245 0.21% 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 | Add | Dorchester Minerals, L.P. Common stock | $27.1K | +1K +3.91% | 26,605 0.10% 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 | Trim | Fidelity National Financial Inc Common stock | $-23.6K | -509 -5.00% | 9,678 0.06% 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 | Meta Platforms Inc Common stock | $-20.6K | -36 -2.43% | 1,447 0.12% 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 | Trim | Mcdonald'S Corp Common stock | $-17.4K | -56 -6.59% | 794 0.03% 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 | Add | Sunoco LP Common stock | $13.4K | +206 +4.76% | 4,530 0.04% of portfolio | low |