SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Lee Financial Co's Holding History (CIK: 0001391166)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 108,620 Value ($000) $4,856 Avg Close Range
Q3 2025
Shares 76,097 Value ($000) $6,798 Avg Close Range
Q2 2025
Shares 140,151 Value ($000) $11,886 Avg Close Range
Q1 2025
Shares 209,983 Value ($000) $19,623 Avg Close Range
Q4 2024
Shares 208,775 Value ($000) $17,884 Avg Close Range
Q3 2024
Shares 206,523 Value ($000) $18,133 Avg Close Range
Q2 2024
Shares 204,919 Value ($000) $18,678 Avg Close Range
Q1 2024
Shares 212,035 Value ($000) $20,018 Avg Close Range
Q4 2023
Shares 209,760 Value ($000) $17,586 Avg Close Range
Q3 2023
Shares 213,975 Value ($000) $19,341 Avg Close Range
Q2 2023
Shares 225,925 Value ($000) $18,338 Avg Close Range
Q1 2023
Shares 235,744 Value ($000) $19,527 Avg Close Range
Q4 2022
Shares 241,022 Value ($000) $21,082 Avg Close Range
Q3 2022
Shares 239,239 Value ($000) $17,230 Avg Close Range
Q2 2022
Shares 232,484 Value ($000) $16,625 Avg Close Range
Q1 2022
Shares 210,188 Value ($000) $16,067 Avg Close Range
Q4 2021
Shares 213,079 Value ($000) $11,826 Avg Close Range
Q3 2021
Shares 207,833 Value ($000) $10,826 Avg Close Range
Q2 2021
Shares 201,430 Value ($000) $10,851 Avg Close Range
Q1 2021
Shares 186,589 Value ($000) $9,154 Avg Close Range
Q4 2020
Shares 170,009 Value ($000) $6,443 Avg Close Range
Q3 2020
Shares 161,818 Value ($000) $4,846 Avg Close Range
Q2 2020
Shares 148,969 Value ($000) $5,638 Avg Close Range
Q1 2020
Shares 19,140 Value ($000) $556 Avg Close Range
Q4 2019
Shares 25,444 Value ($000) $1,528 Avg Close Range
Q3 2019
Shares 52,292 Value ($000) $3,096 Avg Close Range
Q2 2019
Shares 59,590 Value ($000) $3,796 Avg Close Range
Q1 2019
Shares 60,803 Value ($000) $4,020 Avg Close Range
Q4 2018
Shares 76,240 Value ($000) $4,372 Avg Close Range
Q3 2018
Shares 1,320 Value ($000) $100 Avg Close Range
Q2 2018
Shares 735 Value ($000) $56 Avg Close Range