Lee Financial’s Dorchester Minerals DMLP Stock Holding History

Lee Financial’s Portfolio DMLP Stock Details DMLP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$685K	Hold	24,605	–	–	0.1%	87
2025 Q1	$740K	Sell	24,605 -11,000	-31%	-$331K	0.11%	86
2024 Q4	$1.19M	Hold	35,605	–	–	0.17%	65
2024 Q3	$1.07M	Buy	35,605 +11,000	+45%	+$332K	0.15%	78
2024 Q2	$759K	Buy	24,605 +139	+0.6%	+$4.29K	0.12%	83
2024 Q1	$825K	Buy	24,466 +3,193	+15%	+$108K	0.14%	80
2023 Q4	$677K	Hold	21,273	–	–	0.12%	82
2023 Q3	$618K	Hold	21,273	–	–	0.12%	79
2023 Q2	$637K	Hold	21,273	–	–	0.11%	78
2023 Q1	$644K	Sell	21,273 -11,000	-34%	-$333K	0.11%	75
2022 Q4	$966K	Buy	32,273 +4,462	+16%	+$134K	0.16%	65
2022 Q3	$695K	Hold	27,811	–	–	0.13%	75
2022 Q2	$663K	Hold	27,811	–	–	0.12%	80
2022 Q1	$722K	Hold	27,811	–	–	0.13%	76
2021 Q4	$550K	Hold	27,811	–	–	0.1%	93
2021 Q3	$533K	Hold	27,811	–	–	0.11%	90
2021 Q2	$469K	Hold	27,811	–	–	0.1%	93
2021 Q1	$380K	Buy	27,811 +13,811	+99%	+$189K	0.09%	101
2020 Q4	$153K	Sell	14,000 -26,418	-65%	-$289K	0.04%	129
2020 Q3	$418K	Hold	40,418	–	–	0.12%	89
2020 Q2	$517K	Buy	40,418 +1,000	+3%	+$12.8K	0.14%	82
2020 Q1	$367K	Hold	39,418	–	–	0.12%	81
2019 Q4	$769K	Hold	39,418	–	–	0.17%	72
2019 Q3	$735K	Hold	39,418	–	–	0.17%	73
2019 Q2	$722K	Hold	39,418	–	–	0.16%	73
2019 Q1	$720K	Hold	39,418	–	–	0.17%	72
2018 Q4	$577K	Hold	39,418	–	–	0.15%	74
2018 Q3	$804K	Sell	39,418 -65,902	-63%	-$1.34M	0.2%	69
2018 Q2	$2.17M	Sell	105,320 -85	-0.1%	-$1.75K	0.51%	29
2018 Q1	$1.7M	Buy	105,405 +75,987	+258%	+$1.22M	0.43%	35
2017 Q4	$447K	Sell	29,418 -51,339	-64%	-$780K	0.13%	84
2017 Q3	$1.22M	Buy	80,757 +57,756	+251%	+$870K	0.39%	52
2017 Q2	$332K	Buy	23,001 +2,000	+10%	+$28.9K	0.12%	91
2017 Q1	$361K	Sell	21,001 -300	-1%	-$5.16K	0.14%	89
2016 Q4	$374K	Buy	+21,301	New	+$374K	0.21%	80