LF
Lee Financial’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
1,504
+140
| +10% | +$147K | 0.23% | 52 |
|
|
2025
Q1 | $1.29M | Sell |
1,364
-320
| -19% | -$303K | 0.2% | 55 |
|
|
2024
Q4 | $1.73M | Sell |
1,684
-26
| -2% | -$26.7K | 0.24% | 46 |
|
|
2024
Q3 | $1.62M | Buy |
1,710
+57
| +3% | +$54.1K | 0.23% | 48 |
|
|
2024
Q2 | $1.3M | Sell |
1,653
-109
| -6% | -$85.8K | 0.21% | 50 |
|
|
2024
Q1 | $1.47M | Sell |
1,762
-9
| -0.5% | -$7.5K | 0.24% | 46 |
|
|
2023
Q4 | $1.44M | Buy |
1,771
+163
| +10% | +$132K | 0.25% | 43 |
|
|
2023
Q3 | $1.04M | Sell |
1,608
-112
| -7% | -$72.4K | 0.19% | 52 |
|
|
2023
Q2 | $1.19M | Buy |
1,720
+1,699
| +8,090% | +$1.17M | 0.21% | 54 |
|
|
2023
Q1 | $14.1K | Buy |
21
+15
| +250% | +$10K | ﹤0.01% | 366 |
|
|
2022
Q4 | $4.25K | Sell |
6
-7
| -54% | -$4.96K | ﹤0.01% | 575 |
|
|
2022
Q3 | $7K | Hold |
13
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $8K | Buy |
+13
| New | +$8K | ﹤0.01% | 479 |
|
|
2022
Q1 | – | Sell |
-127
| Closed | -$116K | – | 783 |
|
|
2021
Q4 | $116K | Buy |
+127
| New | +$116K | 0.02% | 178 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$3K | – | 478 |
|
|
2020
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $2K | Sell |
5
-51
| -91% | -$20.4K | ﹤0.01% | 430 |
|
|
2019
Q4 | $28K | Hold |
56
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $25K | Hold |
56
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $26K | Hold |
56
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $24K | Buy |
+56
| New | +$24K | 0.01% | 238 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$41K | – | 497 |
|
|
2018
Q2 | $41K | Hold |
82
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $44K | Sell |
82
-34
| -29% | -$18.2K | 0.01% | 269 |
|
|
2017
Q4 | $60K | Buy |
116
+58
| +100% | +$30K | 0.02% | 180 |
|
|
2017
Q3 | $26K | Hold |
58
| – | – | 0.01% | 220 |
|
|
2017
Q2 | $24K | Buy |
+58
| New | +$24K | 0.01% | 234 |
|
|
2017
Q1 | – | Sell |
-31
| Closed | -$11K | – | 408 |
|
|
2016
Q4 | $11K | Buy |
+31
| New | +$11K | 0.01% | 270 |
|