Lee Financial’s CrossAmerica Partners CAPL Stock Holding History

Lee Financial’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,000	Closed	-$379K	–	148
2025 Q3	$379K	Buy	+18,000	New	+$376K	0.05%	130
2025 Q1	–	Sell	-18,000	Closed	-$396K	–	151
2024 Q4	$396K	Hold	18,000	–	–	0.06%	126
2024 Q3	$373K	Buy	+18,000	New	+$361K	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%	+$213K	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	+$129K	0.07%	125

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Lee Financial's CAPL Position: Q4 2025 in Review

Lee Financial sold out of CrossAmerica Partners (CAPL) in Q4 2025, closing a stake of 18,000 shares — an estimated $379K sold.

Lee Financial first reported a position in CAPL in Q4 2016 and held it in 28 quarters. The position peaked at $396K in Q4 2024. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2025.

Lee Financial reported no remaining CrossAmerica Partners position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 18,000 CrossAmerica Partners shares in Q4 2025, an estimated $379K.
Lee Financial first reported a position in CrossAmerica Partners in Q4 2016 and held it in 28 quarters.
Lee Financial's CrossAmerica Partners position peaked at $396K in Q4 2024.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.