Lee Financial’s Genesis Energy GEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80,085	Closed	-$810K	–	159
2024 Q4	$810K	Hold	80,085	–	–	0.11%	95
2024 Q3	$1.07M	Buy	+80,085	New	+$1.07M	0.15%	79
2024 Q1	–	Sell	-2,642	Closed	-$30.6K	–	424
2023 Q4	$30.6K	Hold	2,642	–	–	0.01%	268
2023 Q3	$27.3K	Hold	2,642	–	–	0.01%	269
2023 Q2	$25.2K	Hold	2,642	–	–	﹤0.01%	273
2023 Q1	$29.7K	Sell	2,642 -21,000	-89%	-$236K	0.01%	270
2022 Q4	$241K	Hold	23,642	–	–	0.04%	132
2022 Q3	$217K	Sell	23,642 -1,310	-5%	-$12K	0.04%	137
2022 Q2	$200K	Buy	24,952 +262	+1%	+$2.1K	0.04%	145
2022 Q1	$289K	Buy	24,690 +796	+3%	+$9.32K	0.05%	125
2021 Q4	$256K	Hold	23,894	–	–	0.05%	132
2021 Q3	$238K	Buy	23,894 +2,894	+14%	+$28.8K	0.05%	127
2021 Q2	$244K	Hold	21,000	–	–	0.05%	128
2021 Q1	$196K	Hold	21,000	–	–	0.05%	134
2020 Q4	$130K	Hold	21,000	–	–	0.03%	139
2020 Q3	$95K	Hold	21,000	–	–	0.03%	155
2020 Q2	$152K	Hold	21,000	–	–	0.04%	133
2020 Q1	$82K	Hold	21,000	–	–	0.03%	139
2019 Q4	$430K	Hold	21,000	–	–	0.09%	93
2019 Q3	$451K	Hold	21,000	–	–	0.1%	89
2019 Q2	$460K	Hold	21,000	–	–	0.1%	89
2019 Q1	$489K	Hold	21,000	–	–	0.11%	85
2018 Q4	$388K	Hold	21,000	–	–	0.1%	82
2018 Q3	$499K	Hold	21,000	–	–	0.12%	81
2018 Q2	$460K	Hold	21,000	–	–	0.11%	87
2018 Q1	$414K	Buy	21,000 +20,000	+2,000%	+$394K	0.11%	95
2017 Q4	$22K	Hold	1,000	–	–	0.01%	241
2017 Q3	$26K	Hold	1,000	–	–	0.01%	222
2017 Q2	$32K	Hold	1,000	–	–	0.01%	217
2017 Q1	$32K	Hold	1,000	–	–	0.01%	194
2016 Q4	$36K	Buy	+1,000	New	+$36K	0.02%	191