Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q2 2023 Filed on Aug 08, 2023
900
$34.44 - $36.35 $31K - $32.7K
STX
Seagate Technology Holdings PLC

Technology
Q2 2023 Filed on Aug 08, 2023
1,400
$55.12 - $66.88 $77.2K - $93.6K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2023 Filed on May 15, 2023
78
$16.94 - $24.46 $1.32K - $1.91K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2023 Filed on May 15, 2023
22,140
$30.23 - $38.04 $669K - $842K
BDN
Brandywine Realty Trust

Real Estate
Q2 2022 Filed on Aug 10, 2022
137
$9.27 - $14.15 $1.27K - $1.94K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
9
$67.88 - $77.54 $611 - $698
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 10, 2022
4
$389.13 - $547.75 $1.56K - $2.19K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
27
$39.73 - $53.07 $1.07K - $1.43K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
34
$349.61 - $471.65 $11.9K - $16K
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2022 Filed on Aug 10, 2022
438
$40.98 - $50.4 $17.9K - $22.1K
TEAM
Atlassian Corp PLC

Technology
Q2 2022 Filed on Aug 10, 2022
7
$162.49 - $317.18 $1.14K - $2.22K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
11
$81.99 - $156.56 $902 - $1.72K
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
Q2 2022 Filed on Aug 10, 2022
3,764
$49.65 - $58.69 $187K - $221K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Aug 10, 2022
165
$49.43 - $58.65 $8.16K - $9.68K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q2 2022 Filed on Aug 10, 2022
1,659
$18.84 - $25.67 $31.3K - $42.6K
BC
Brunswick Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
14
$62.83 - $83.04 $880 - $1.16K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Aug 10, 2022
685
$99.0 - $100.08 $67.8K - $68.6K
CIO
City Office Reit, Inc.

Real Estate
Q2 2022 Filed on Aug 10, 2022
178
$11.29 - $17.83 $2.01K - $3.17K
Draftkings Inc
Q2 2022 Filed on Aug 10, 2022
10
N/A
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 10, 2022
15
$22.7 - $28.26 $341 - $424
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2022 Filed on Aug 10, 2022
39
$34.74 - $49.25 $1.35K - $1.92K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Aug 10, 2022
104
$14.34 - $21.54 $1.49K - $2.24K
SCU
Sculptor Capital Management, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
120
$8.35 - $14.19 $1K - $1.7K
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2022 Filed on Aug 10, 2022
43
$29.55 - $34.97 $1.27K - $1.5K
CCL
Carnival Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
34
$8.65 - $20.22 $294 - $687
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2022 Filed on Aug 10, 2022
90
$83.14 - $145.99 $7.48K - $13.1K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
970
$41.15 - $50.23 $39.9K - $48.7K
VIRS
Pacer Fds Tr Biothreat Strateg

Technology
Q1 2022 Filed on May 11, 2022
1,458
$28.88 - $34.45 $42.1K - $50.2K
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
17
$53.73 - $82.16 $913 - $1.4K
ALHC
Alignment Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
38
$6.42 - $13.95 $244 - $530
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
30
$26.68 - $34.81 $800 - $1.04K
AAON
Aaon, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
14
$52.18 - $78.95 $731 - $1.11K
NVAX
Novavax Inc

Healthcare
Q1 2022 Filed on May 11, 2022
10
$69.73 - $142.9 $697 - $1.43K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
26
$40.3 - $51.35 $1.05K - $1.34K
ORPHY
Orphazyme A/S
Q1 2022 Filed on May 11, 2022
4,000
$0.56 - $2.72 $2.24K - $10.9K
AZEK
Azek CO Inc.

Industrials
Q1 2022 Filed on May 11, 2022
39
$24.26 - $45.85 $946 - $1.79K
AXNX
Axonics, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
15
$43.74 - $62.76 $656 - $941
ALGM
Allegro Microsystems, Inc.

Technology
Q1 2022 Filed on May 11, 2022
43
$25.0 - $36.41 $1.08K - $1.57K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2022 Filed on May 11, 2022
19
$85.05 - $106.34 $1.62K - $2.02K
ARHS
Arhaus, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
40
$6.3 - $12.62 $252 - $505
ARGX
Argenx Se

Healthcare
Q1 2022 Filed on May 11, 2022
4
$254.45 - $351.06 $1.02K - $1.4K
OGE
Oge Energy Corp.

Utilities
Q1 2022 Filed on May 11, 2022
100
$35.43 - $40.78 $3.54K - $4.08K
Sl Green Rlty Corp
Q1 2022 Filed on May 11, 2022
85
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q1 2022 Filed on May 11, 2022
313
$234.18 - $258.26 $73.3K - $80.8K
COLD
Americold Realty Trust

Real Estate
Q1 2022 Filed on May 11, 2022
238
$25.12 - $32.57 $5.98K - $7.75K
AGR
Avangrid, Inc.

Utilities
Q1 2022 Filed on May 11, 2022
5
$43.39 - $50.14 $217 - $251
AMRC
Ameresco, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
15
$44.15 - $83.41 $662 - $1.25K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
7
$127.18 - $173.91 $890 - $1.22K
AVT
Avnet Inc

Technology
Q1 2022 Filed on May 11, 2022
5
$38.54 - $43.37 $193 - $217
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