Lee Financial Co ET Holdings History

Number of Shares
42,160.00
Current Holdings Value*
$783,760.00
% of Portfolio
0.12%
Total Estimate Gain
$614,928.48
% of Total Estimate Gain
12.61%

Lee Financial Co's Energy Transfer LP Holding Summary

As of 2025-03-31, Lee Financial Co held 42,160.00 shares of Energy Transfer LP(ET), totaling $783,760.00. This investment constitutes 0.12% of their stock portfolio, and Lee Financial Co now holds 0% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 12 purchases of ET, at an average price of $14.33, for a total of 340,083.00 shares. In addition, there have been 7 sales at an average price of $15.96 for 297,923.00 shares. Based on historical transaction data and ET's current price of $17.46, Lee Financial Co's estimated gain on his ET holdings is $614,928.48, reflecting a 12.61% gain to date.

Lee Financial Co ET ($17.46) Holding Chart

Lee Financial Co ET ($17.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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