LF
LEO

Lee Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History

Lee Financial’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38,070
Closed -$230K – 165
2024
Q4 		$230K Buy
38,070
+58
+0.2% +$350 0.03% 164
2024
Q3 		$248K Buy
+38,012
New +$248K 0.04% 160