Lee Financial Co's ownership history for SPY

Lee Financial Co currently holds 1.3K shares with a market value of $855.4K. It started holding SPY on 2024-09-30. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $993.0K on 2025-09-30. At its lowest, it held 765 shares on 2025-03-31, with a value of $428.0K on 2025-03-31. In the recent 180 days, Lee Financial Co has increased its shares by 315. In the recent year, Lee Financial Co has increased its shares by 451.