Lee Financial’s Dorchester Minerals DMLP Stock Holding History

Lee Financial’s Portfolio DMLP Stock Details DMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$721K	Buy	26,605 +1,000	+4%	+$25.4K	0.1%	91
2025 Q4	$573K	Sell	25,605 -10,000	-28%	-$234K	0.08%	95
2025 Q3	$922K	Buy	35,605 +11,000	+45%	+$287K	0.12%	93
2025 Q2	$685K	Hold	24,605	–	–	0.1%	87
2025 Q1	$740K	Sell	24,605 -11,000	-31%	-$346K	0.11%	86
2024 Q4	$1.19M	Hold	35,605	–	–	0.17%	65
2024 Q3	$1.07M	Buy	35,605 +11,000	+45%	+$337K	0.15%	78
2024 Q2	$759K	Buy	24,605 +139	+0.6%	+$4.53K	0.12%	83
2024 Q1	$825K	Buy	24,466 +3,193	+15%	+$101K	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%	-$326K	0.11%	75
2022 Q4	$966K	Buy	32,273 +4,462	+16%	+$128K	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%	+$187K	0.09%	101
2020 Q4	$153K	Sell	14,000 -26,418	-65%	-$285K	0.04%	129
2020 Q3	$418K	Hold	40,418	–	–	0.12%	89
2020 Q2	$517K	Buy	40,418 +1,000	+3%	+$11.4K	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%	-$1.25M	0.2%	69
2018 Q2	$2.17M	Sell	105,320 -85	-0.1%	-$1.58K	0.51%	29
2018 Q1	$1.7M	Buy	105,405 +75,987	+258%	+$1.2M	0.43%	35
2017 Q4	$447K	Sell	29,418 -51,339	-64%	-$763K	0.13%	84
2017 Q3	$1.22M	Buy	80,757 +57,756	+251%	+$849K	0.39%	52
2017 Q2	$332K	Buy	23,001 +2,000	+10%	+$32.6K	0.12%	91
2017 Q1	$361K	Sell	21,001 -300	-1%	-$5.18K	0.14%	89
2016 Q4	$374K	Buy	+21,301	New	+$349K	0.21%	80

Other funds holding DMLP

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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.21B AUM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return