Lee Financial CO Sells in Q3 2025

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-64.1K
- 45.7%
$84.25 - $91.99 $5.4M - $5.89M
76.1K $6.8M
AVGO
Broadcom Inc.

Technology
-5.72K
- 24.37%
$264.74 - $369.57 $1.51M - $2.11M
17.7K $5.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.59K
- 43.54%
$97.75 - $100.75 $546K - $563K
7.25K $726K
ALKT
Alkami Technology, Inc.

Technology
-5K
- 9.11%
$20.12 - $30.64 $101K - $153K
49.9K $1.24M
PAYX
Paychex Inc

Industrials
-150
- 1.17%
$126.69 - $147.99 $19K - $22.2K
12.6K $1.6M
MUB
Ishares National Muni Bond ETF

ETFs
-2.47K
- 47.49%
$103.24 - $106.68 $255K - $264K
2.73K $291K
WSO
Watsco Inc

Industrials
-41
- 0.98%
$381.94 - $489.97 $15.7K - $20.1K
4.13K $1.67M
AMT
American Tower Corp

Real Estate
-16
- 0.27%
$192.32 - $232.35 $3.08K - $3.72K
5.9K $1.13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.81K
- 11.2%
$82.38 - $83.0 $149K - $150K
14.3K $1.19M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.42K
- 35.01%
$102.4 - $103.88 $146K - $148K
2.64K $273K
BR
Broadridge Financial Solutions, Inc.

Technology
-64
- 0.76%
$233.75 - $266.89 $15K - $17.1K
8.34K $1.99M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-482
- 19.95%
$116.29 - $120.92 $56.1K - $58.3K
1.93K $231K
IP
International Paper CO

Consumer Cyclical
-289
- 1.15%
$45.32 - $55.68 $13.1K - $16.1K
24.9K $1.15M
GLDM
World Gold Trust

ETFs
-1.2K
- 19.39%
$64.73 - $76.45 $77.7K - $91.7K
4.99K $381K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.31K
- 5.69%
$20.76 - $21.78 $27.1K - $28.4K
21.6K $466K
XOM
Exxon Mobil Corp

Energy
-1.08K
- 5.08%
$105.83 - $117.22 $114K - $126K
20.2K $2.27M
Ferguson Enterprises Inc
-81
- 1.12%
N/A
7.18K $0
Tortoise Capital Series Trus
-138K
- 35.28%
N/A
253K $0
PEP
Pepsico Inc

Consumer Defensive
-73
- 3.33%
$133.81 - $152.16 $9.77K - $11.1K
2.12K $297K
SCI
Service Corp International

Consumer Cyclical
-219
- 1.32%
$75.63 - $83.25 $16.6K - $18.2K
16.4K $1.36M
CNQ
Canadian Natural Resources LTD

Energy
-495
- 0.99%
$29.31 - $32.93 $14.5K - $16.3K
49.4K $1.58M
IVE
Ishares S&P 500 Value ETF

ETFs
-305
- 3.7%
$194.44 - $206.51 $59.3K - $63K
7.94K $1.64M
STE
Steris PLC

Healthcare
-61
- 0.93%
$221.21 - $252.43 $13.5K - $15.4K
6.52K $1.61M
IEFA
Ishares Tr

ETFs
-750
- 2.8%
$81.7 - $87.53 $61.3K - $65.6K
26.1K $2.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.06K
- 2.6%
$21.69 - $23.34 $44.6K - $48K
77.1K $1.79M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-260
- 1.25%
$72.04 - $77.35 $18.7K - $20.1K
20.5K $1.57M
IWP
Ishares Russell Mid Cap Growth

ETFs
-673
- 1.56%
$137.51 - $145.26 $92.5K - $97.8K
42.4K $6.03M
FNF
Fidelity National Financial, Inc.

Financial Services
-165
- 0.83%
$51.22 - $61.07 $8.45K - $10.1K
19.6K $1.19M
ORI
Old Republic International Corp

Financial Services
-476
- 1.25%
$35.74 - $42.47 $17K - $20.2K
37.7K $1.6M
ETR
Entergy Corp

Utilities
-403
- 1.75%
$80.93 - $93.55 $32.6K - $37.7K
22.7K $2.11M
FAST
Fastenal CO

Industrials
-211
- 0.61%
$42.47 - $50.39 $8.96K - $10.6K
34.3K $1.68M
CFG
Citizens Financial Group Inc

Financial Services
-354
- 0.99%
$46.1 - $53.65 $16.3K - $19K
35.2K $1.87M
DVY
Ishares Tr

ETFs
-1.42K
- 2.51%
$133.88 - $142.57 $190K - $202K
55.2K $7.84M
EMLP
First Tr Exchange Traded Iv

ETFs
-5.85K
- 0.8%
$36.99 - $38.38 $217K - $225K
730K $27.9M
FNDF
Schwab Fundamental Intl Large

ETFs
-5.67K
- 2.7%
$39.84 - $43.15 $226K - $245K
205K $8.79M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.18K
- 0.66%
$28.15 - $30.13 $61.2K - $65.5K
328K $9.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.9K
- 2.25%
$459.11 - $506.91 $871K - $962K
82.4K $41.4M
FNDX
Schwab Fundamental U S Large C

ETFs
-31K
- 1.29%
$24.38 - $26.34 $757K - $817K
2.38M $62.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.75K
- 0.48%
$108.97 - $121.65 $191K - $213K
363K $43.8M
GLD
Spdr Gold Trust

ETFs
-228
- 0.29%
$300.96 - $355.47 $68.6K - $81K
77.6K $27.6M
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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