Lee Financial Group Hawaii, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$45.48 - $49.44 $7.51 Million - $8.16 Million	-165,148 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$39.96 - $46.09 $3.96 Million - $4.57 Million	-99,105 Reduced 37.5%	165,148 $7.61 Million
Q3 2020 Oct 27, 2020	SELL	$37.97 - $43.65 $3.01 Million - $3.47 Million	-79,398 Reduced 23.1%	264,253 $10.8 Million
Q2 2020 Jul 23, 2020	SELL	$29.99 - $39.74 $701,945 - $930,154	-23,406 Reduced 6.38%	343,651 $13 Million
Q1 2020 May 04, 2020	SELL	$27.12 - $41.81 $678,894 - $1.05 Million	-25,033 Reduced 6.38%	367,057 $11.5 Million
Q4 2019 Jan 30, 2020	BUY	$35.63 - $39.97 $2.27 Million - $2.54 Million	63,603 Added 19.36%	392,090 $15.6 Million
Q3 2019 Oct 29, 2019	BUY	$36.53 - $37.33 $294,541 - $300,991	8,063 Added 2.52%	328,487 $12.1 Million
Q2 2019 Jul 30, 2019	BUY	N/A	300,855 Added 1537.41%	320,424 $11.7 Million
Q1 2019 May 01, 2019	BUY	N/A	5,052 Added 34.8%	19,569 $688,000
Q4 2018 Jan 29, 2019	BUY	N/A	3,405 Added 30.64%	14,517 $449,000
Q3 2018 Oct 23, 2018	BUY	N/A	11,112 New	11,112 $402,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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