Lee Financial’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.47M | Sell |
3,423
-7
| -0.2% | -$2.92K | 0.18% | 57 |
|
|
2026
Q2 | $1.46M | Buy |
3,430
+529
| +18% | +$213K | 0.19% | 54 |
|
|
2026
Q1 | $1.04M | Buy |
2,901
+2,247
| +344% | +$800K | 0.15% | 72 |
|
|
2025
Q4 | $208K | Sell |
654
-224
| -26% | -$79.4K | 0.03% | 140 |
|
|
2025
Q3 | $329K | Buy |
878
+156
| +22% | +$56.7K | 0.04% | 139 |
|
|
2025
Q2 | $258K | Buy |
+722
| New | +$222K | 0.04% | 129 |
|
|
2025
Q1 | – | Sell |
-751
| Closed | -$249K | – | 157 |
|
|
2024
Q4 | $249K | Buy |
751
+59
| +9% | +$20.7K | 0.04% | 161 |
|
|
2024
Q3 | $229K | Sell |
692
-98
| -12% | -$29.9K | 0.03% | 163 |
|
|
2024
Q2 | $248K | Buy |
+790
| New | +$255K | 0.04% | 126 |
|
|
2024
Q1 | – | Sell |
-239
| Closed | -$57.6K | – | 376 |
|
|
2023
Q4 | $57.6K | Hold |
239
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $51K | Buy |
239
+200
| +513% | +$43.1K | 0.01% | 217 |
|
|
2023
Q2 | $7.84K | Hold |
39
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $6.68K | Sell |
39
-4
| -9% | -$666 | ﹤0.01% | 486 |
|
|
2022
Q4 | $6.75K | Hold |
43
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $6K | Buy |
+43
| New | +$6.02K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-505
| Closed | -$87K | – | 823 |
|
|
2021
Q4 | $87K | Buy |
+505
| New | +$83.7K | 0.02% | 204 |
|
|
2020
Q4 | – | Sell |
-31
| Closed | -$3K | – | 495 |
|
|
2020
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 436 |
|
|
2019
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 450 |
|
|
2019
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$2.36K | ﹤0.01% | 473 |
|
|
2018
Q3 | – | Sell |
-148
| Closed | -$11K | – | 541 |
|
|
2018
Q2 | $11K | Hold |
148
| – | – | ﹤0.01% | 454 |
|
|
2018
Q1 | $12K | Sell |
148
-152
| -51% | -$12.5K | ﹤0.01% | 436 |
|
|
2017
Q4 | $24K | Buy |
300
+150
| +100% | +$11.7K | 0.01% | 236 |
|
|
2017
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 301 |
|
|
2017
Q2 | $12K | Buy |
+150
| New | +$11.4K | ﹤0.01% | 298 |
|
Other funds holding ETN
Lee Financial's ETN Position: Q3 2026 in Review
Lee Financial reduced its Eaton (ETN) stake by 0.2% in Q3 2026, selling an estimated $2.92K and leaving 3,423 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #57.
Lee Financial first reported a position in ETN in Q2 2017 and has held it in 28 quarters since. 1,675 funds tracked by Wall St. Rank hold ETN as of Q3 2026.
- Lee Financial held 3,423 shares of Eaton worth $1.47M as of Q3 2026.
- Lee Financial sold 7 Eaton shares in Q3 2026, an estimated $2.92K.
- Eaton made up 0.18% of Lee Financial's portfolio in Q3 2026, its #57 holding.
- Lee Financial first reported a position in Eaton in Q2 2017 and has held it in 28 quarters since.
- 1,675 funds tracked by Wall St. Rank held Eaton as of Q3 2026.
Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.