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  Name: Lee Financial CORP
  City: DALLAS
  State: TX
  Zip: 75251
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $598,373,000
  Total Value Change : $28,426,000
  Securities Held Change : -721
   
All Securities Held : 140
  New Positions : 4
  Closed Positions : 725
  Increased Positions : 47
  Unchanged Positions : 25
  Decreased Positions : 64

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 74 New $56.52 $1,014,000 16,793 0.17% 1,014,000 16,793 0.008    N/A
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 85 New $51.94 $704,000 18,991 0.12% 704,000 18,991 0.008    Water Utilities
   (TOI)1 Year Chart         TOI Oncology Institute 138 New $0.00 $44,000 27,980 0.01% 44,000 27,980 0.039    N/A

      3 Records Found
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