Lee Financial’s American Tower AMT Stock Holding History

Lee Financial’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Buy	5,913 +192	+3%	+$42.5K	0.19%	66
2025 Q1	$1.24M	Sell	5,721 -717	-11%	-$156K	0.19%	56
2024 Q4	$1.18M	Sell	6,438 -106	-2%	-$19.5K	0.17%	66
2024 Q3	$1.52M	Buy	6,544 +711	+12%	+$165K	0.22%	52
2024 Q2	$1.14M	Sell	5,833 -372	-6%	-$72.4K	0.19%	62
2024 Q1	$1.23M	Sell	6,205 -60	-1%	-$11.9K	0.2%	58
2023 Q4	$1.35M	Sell	6,265 -17	-0.3%	-$3.67K	0.24%	47
2023 Q3	$1.03M	Sell	6,282 -437	-7%	-$71.9K	0.19%	53
2023 Q2	$1.3M	Sell	6,719 -4	-0.1%	-$776	0.23%	49
2023 Q1	$1.37M	Buy	6,723 +281	+4%	+$57.4K	0.24%	52
2022 Q4	$1.36M	Buy	6,442 +60	+0.9%	+$12.7K	0.23%	57
2022 Q3	$1.37M	Buy	6,382 +20	+0.3%	+$4.29K	0.26%	54
2022 Q2	$1.63M	Sell	6,362 -80	-1%	-$20.4K	0.3%	48
2022 Q1	$1.62M	Buy	6,442 +88	+1%	+$22.1K	0.29%	48
2021 Q4	$1.86M	Buy	6,354 +8	+0.1%	+$2.34K	0.35%	38
2021 Q3	$1.68M	Sell	6,346 -1,172	-16%	-$311K	0.35%	37
2021 Q2	$2.03M	Sell	7,518 -194	-3%	-$52.4K	0.43%	34
2021 Q1	$1.84M	Sell	7,712 -275	-3%	-$65.8K	0.44%	32
2020 Q4	$1.79M	Buy	7,987 +15	+0.2%	+$3.37K	0.47%	34
2020 Q3	$1.93M	Sell	7,972 -19	-0.2%	-$4.59K	0.54%	29
2020 Q2	$2.07M	Sell	7,991 -404	-5%	-$104K	0.57%	29
2020 Q1	$1.83M	Sell	8,395 -37	-0.4%	-$8.06K	0.61%	26
2019 Q4	$1.94M	Buy	8,432 +94	+1%	+$21.6K	0.42%	31
2019 Q3	$1.84M	Buy	8,338 +5	+0.1%	+$1.11K	0.41%	33
2019 Q2	$1.7M	Sell	8,333 -10	-0.1%	-$2.04K	0.38%	35
2019 Q1	$1.64M	Buy	8,343 +88	+1%	+$17.3K	0.38%	35
2018 Q4	$1.31M	Sell	8,255 -199	-2%	-$31.5K	0.35%	42
2018 Q3	$1.23M	Sell	8,454 -286	-3%	-$41.6K	0.3%	47
2018 Q2	$1.26M	Sell	8,740 -74	-0.8%	-$10.7K	0.3%	50
2018 Q1	$1.28M	Buy	8,814 +185	+2%	+$26.9K	0.33%	48
2017 Q4	$1.23M	Buy	8,629 +1,219	+16%	+$174K	0.36%	55
2017 Q3	$1.01M	Sell	7,410 -196	-3%	-$26.8K	0.33%	62
2017 Q2	$1.01M	Buy	7,606 +72	+1%	+$9.52K	0.37%	63
2017 Q1	$916K	Buy	7,534 +7,409	+5,927%	+$901K	0.37%	65
2016 Q4	$13K	Buy	+125	New	+$13K	0.01%	253