Lee Financial’s CrossAmerica Partners CAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,000	Closed	-$396K	–	151
2024 Q4	$396K	Hold	18,000	–	–	0.06%	126
2024 Q3	$373K	Buy	+18,000	New	+$373K	0.05%	129
2023 Q1	–	Sell	-18,000	Closed	-$357K	–	819
2022 Q4	$357K	Hold	18,000	–	–	0.06%	115
2022 Q3	$336K	Hold	18,000	–	–	0.06%	111
2022 Q2	$364K	Hold	18,000	–	–	0.07%	110
2022 Q1	$393K	Hold	18,000	–	–	0.07%	104
2021 Q4	$343K	Hold	18,000	–	–	0.06%	117
2021 Q3	$358K	Hold	18,000	–	–	0.07%	107
2021 Q2	$343K	Hold	18,000	–	–	0.07%	110
2021 Q1	$334K	Hold	18,000	–	–	0.08%	107
2020 Q4	$309K	Hold	18,000	–	–	0.08%	104
2020 Q3	$268K	Hold	18,000	–	–	0.07%	110
2020 Q2	$242K	Hold	18,000	–	–	0.07%	110
2020 Q1	$145K	Buy	18,000 +13,000	+260%	+$105K	0.05%	118
2019 Q4	$90K	Hold	5,000	–	–	0.02%	153
2019 Q3	$85K	Hold	5,000	–	–	0.02%	157
2019 Q2	$80K	Hold	5,000	–	–	0.02%	171
2019 Q1	$91K	Hold	5,000	–	–	0.02%	164
2018 Q4	$71K	Hold	5,000	–	–	0.02%	166
2018 Q3	$91K	Hold	5,000	–	–	0.02%	169
2018 Q2	$84K	Hold	5,000	–	–	0.02%	226
2018 Q1	$103K	Hold	5,000	–	–	0.03%	203
2017 Q4	$119K	Hold	5,000	–	–	0.03%	143
2017 Q3	$136K	Hold	5,000	–	–	0.04%	127
2017 Q2	$128K	Hold	5,000	–	–	0.05%	132
2017 Q1	$131K	Hold	5,000	–	–	0.05%	125
2016 Q4	$126K	Buy	+5,000	New	+$126K	0.07%	125