Lee Financial Co's ownership history for XLE

Lee Financial Co currently holds 76.1K shares with a market value of $6.8M. It started holding XLE on 2024-09-30. At its peak, it held 210.0K shares on 2025-03-31. Its highest holding value was $19.6M on 2025-03-31. At its lowest, it held 76.1K shares on 2025-09-30, with a value of $6.8M on 2025-09-30. In the recent 180 days, Lee Financial Co has decreased its shares by 133.9K. In the recent year, Lee Financial Co has decreased its shares by 130.4K.