Lee Financial’s Alliance Resource Partners ARLP Stock Holding History

Lee Financial’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-600	Closed	-$12.7K	–	195
2023 Q4	$12.7K	Hold	600	–	–	﹤0.01%	389
2023 Q3	$13.5K	Hold	600	–	–	﹤0.01%	363
2023 Q2	$11.1K	Hold	600	–	–	﹤0.01%	391
2023 Q1	$12.1K	Hold	600	–	–	﹤0.01%	384
2022 Q4	$12.2K	Hold	600	–	–	﹤0.01%	427
2022 Q3	$14K	Hold	600	–	–	﹤0.01%	378
2022 Q2	$11K	Hold	600	–	–	﹤0.01%	429
2022 Q1	$9K	Hold	600	–	–	﹤0.01%	444
2021 Q4	$8K	Hold	600	–	–	﹤0.01%	532
2021 Q3	$7K	Hold	600	–	–	﹤0.01%	456
2021 Q2	$4K	Hold	600	–	–	﹤0.01%	475
2021 Q1	$3K	Hold	600	–	–	﹤0.01%	445
2020 Q4	$3K	Hold	600	–	–	﹤0.01%	437
2020 Q3	$2K	Hold	600	–	–	﹤0.01%	501
2020 Q2	$2K	Hold	600	–	–	﹤0.01%	481
2020 Q1	$2K	Hold	600	–	–	﹤0.01%	428
2019 Q4	$6K	Hold	600	–	–	﹤0.01%	398
2019 Q3	$10K	Hold	600	–	–	﹤0.01%	335
2019 Q2	$10K	Buy	+600	New	+$10.9K	﹤0.01%	346

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's ARLP Position: Q1 2024 in Review

Lee Financial sold out of Alliance Resource Partners (ARLP) in Q1 2024, closing a stake of 600 shares — an estimated $12.7K sold.

Lee Financial first reported a position in ARLP in Q2 2019 and held it in 19 quarters. The position peaked at $14K in Q3 2022. 139 funds tracked by Wall St. Rank hold ARLP as of Q1 2024.

Lee Financial reported no remaining Alliance Resource Partners position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 600 Alliance Resource Partners shares in Q1 2024, an estimated $12.7K.
Lee Financial first reported a position in Alliance Resource Partners in Q2 2019 and held it in 19 quarters.
Lee Financial's Alliance Resource Partners position peaked at $14K in Q3 2022.
139 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.