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 | CQP Cheniere Energy Partners, L.P. MLP | $13.3K | +206 +4.51% | 4,776 0.04% 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 | Trim | Entergy Corp /De Common stock | $-11.0K | -98 -0.48% | 20,142 0.32% 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 | Mastercard Inc Common stock | $-9.5K | -19 -0.92% | 2,050 0.14% 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 | QSR Restaurant Brands International Inc. Common Stock | $-8.1K | -109 -0.55% | 19,611 0.20% 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 | Add | 464288414 Common stock | $7.4K | +70 +2.56% | 2,807 0.04% 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 | Trim | BlackRock, Inc. Common stock | $-6.7K | -7 -0.52% | 1,329 0.18% 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 | 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 | Service Corp International Common stock | $-6.3K | -76 -0.52% | 14,553 0.17% 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 | Fastenal Co Common stock | $-5.6K | -120 -0.40% | 30,201 0.20% 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 | Viper Energy, Inc. Common stock | $-5.2K | -110 -0.33% | 33,309 0.22% 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 | Essential Utilities, Inc. Common stock | $-4.5K | -112 -0.41% | 27,109 0.15% 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 | Add | 464287614 Common stock | $3.4K | +8 +0.36% | 2,227 0.13% 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 | Trim | Blue Owl Capital Inc. Common stock | $-3.3K | -356 -0.53% | 66,825 0.09% 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 | Pfizer Inc Common stock | $-2.6K | -93 -0.86% | 10,784 0.04% 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 | 808524706 Common stock | $-824 | -25 -0.03% | 97,683 0.45% 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 |