Lee Financial’s General Mills GIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,700	Closed	-$111K	–	426
2023 Q4	$111K	Hold	1,700	–	–	0.02%	171
2023 Q3	$109K	Hold	1,700	–	–	0.02%	159
2023 Q2	$130K	Hold	1,700	–	–	0.02%	148
2023 Q1	$145K	Sell	1,700 -9	-0.5%	-$769	0.02%	145
2022 Q4	$143K	Hold	1,709	–	–	0.02%	168
2022 Q3	$131K	Sell	1,709 -2	-0.1%	-$153	0.02%	170
2022 Q2	$129K	Buy	1,711 +11	+0.6%	+$829	0.02%	174
2022 Q1	$115K	Sell	1,700 -30	-2%	-$2.03K	0.02%	179
2021 Q4	$117K	Buy	1,730 +30	+2%	+$2.03K	0.02%	176
2021 Q3	$102K	Hold	1,700	–	–	0.02%	180
2021 Q2	$104K	Hold	1,700	–	–	0.02%	174
2021 Q1	$104K	Buy	1,700 +800	+89%	+$48.9K	0.02%	175
2020 Q4	$53K	Sell	900 -650	-42%	-$38.3K	0.01%	205
2020 Q3	$96K	Buy	1,550 +650	+72%	+$40.3K	0.03%	152
2020 Q2	$55K	Hold	900	–	–	0.02%	192
2020 Q1	$47K	Hold	900	–	–	0.02%	178
2019 Q4	$48K	Hold	900	–	–	0.01%	189
2019 Q3	$50K	Hold	900	–	–	0.01%	190
2019 Q2	$47K	Hold	900	–	–	0.01%	203
2019 Q1	$47K	Sell	900 -1,000	-53%	-$52.2K	0.01%	195
2018 Q4	$74K	Buy	1,900 +1,000	+111%	+$38.9K	0.02%	162
2018 Q3	$39K	Sell	900 -1,404	-61%	-$60.8K	0.01%	206
2018 Q2	$102K	Sell	2,304 -200	-8%	-$8.85K	0.02%	208
2018 Q1	$113K	Buy	2,504 +1,604	+178%	+$72.4K	0.03%	196
2017 Q4	$53K	Hold	900	–	–	0.02%	186
2017 Q3	$47K	Hold	900	–	–	0.02%	186
2017 Q2	$50K	Hold	900	–	–	0.02%	189
2017 Q1	$53K	Hold	900	–	–	0.02%	170
2016 Q4	$56K	Buy	+900	New	+$56K	0.03%	169