Lee Financial’s Martin Midstream Partners MMLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-271,369	Closed	-$974K	–	167
2024 Q4	$974K	Hold	271,369	–	–	0.14%	84
2024 Q3	$990K	Buy	+271,369	New	+$990K	0.14%	84
2024 Q1	–	Sell	-300	Closed	-$720	–	566
2023 Q4	$720	Hold	300	–	–	﹤0.01%	810
2023 Q3	$834	Hold	300	–	–	﹤0.01%	778
2023 Q2	$645	Hold	300	–	–	﹤0.01%	738
2023 Q1	$822	Sell	300 -271,069	-100%	-$743K	﹤0.01%	740
2022 Q4	$814K	Hold	271,369	–	–	0.14%	72
2022 Q3	$923K	Hold	271,369	–	–	0.17%	68
2022 Q2	$1.08M	Hold	271,369	–	–	0.2%	66
2022 Q1	$1.14M	Hold	271,369	–	–	0.2%	63
2021 Q4	$722K	Hold	271,369	–	–	0.14%	75
2021 Q3	$868K	Hold	271,369	–	–	0.18%	65
2021 Q2	$820K	Hold	271,369	–	–	0.17%	69
2021 Q1	$670K	Hold	271,369	–	–	0.16%	74
2020 Q4	$388K	Hold	271,369	–	–	0.1%	92
2020 Q3	$318K	Sell	271,369 -500	-0.2%	-$586	0.09%	96
2020 Q2	$324K	Buy	271,869 +500	+0.2%	+$596	0.09%	96
2020 Q1	$299K	Buy	271,369 +271,069	+90,356%	+$299K	0.1%	89
2019 Q4	$1K	Hold	300	–	–	﹤0.01%	485
2019 Q3	$1K	Hold	300	–	–	﹤0.01%	498
2019 Q2	$2K	Hold	300	–	–	﹤0.01%	491
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	429
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	396
2018 Q3	$3K	Hold	300	–	–	﹤0.01%	438
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	652
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	641
2017 Q4	$4K	Sell	300 -200	-40%	-$2.67K	﹤0.01%	434
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	373
2017 Q2	$9K	Buy	500 +200	+67%	+$3.6K	﹤0.01%	341
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	339
2016 Q4	$6K	Buy	+300	New	+$6K	﹤0.01%	357