Lee Financial’s Parker-Hannifin PH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	+328	New	+$229K	0.03%	137
2025 Q1	–	Sell	-370	Closed	-$235K	–	173
2024 Q4	$235K	Hold	370	–	–	0.03%	163
2024 Q3	$234K	Buy	+370	New	+$234K	0.03%	162
2024 Q1	–	Sell	-305	Closed	-$141K	–	632
2023 Q4	$141K	Hold	305	–	–	0.02%	156
2023 Q3	$119K	Hold	305	–	–	0.02%	153
2023 Q2	$119K	Buy	305 +11	+4%	+$4.29K	0.02%	154
2023 Q1	$98.8K	Hold	294	–	–	0.02%	171
2022 Q4	$85.6K	Hold	294	–	–	0.01%	209
2022 Q3	$71K	Hold	294	–	–	0.01%	221
2022 Q2	$72K	Sell	294 -13	-4%	-$3.18K	0.01%	214
2022 Q1	$87K	Hold	307	–	–	0.02%	196
2021 Q4	$98K	Hold	307	–	–	0.02%	193
2021 Q3	$86K	Buy	307 +13	+4%	+$3.64K	0.02%	190
2021 Q2	$90K	Hold	294	–	–	0.02%	186
2021 Q1	$93K	Hold	294	–	–	0.02%	182
2020 Q4	$80K	Hold	294	–	–	0.02%	181
2020 Q3	$59K	Hold	294	–	–	0.02%	210
2020 Q2	$54K	Hold	294	–	–	0.02%	195
2020 Q1	$38K	Hold	294	–	–	0.01%	191
2019 Q4	$61K	Hold	294	–	–	0.01%	174
2019 Q3	$53K	Hold	294	–	–	0.01%	186
2019 Q2	$50K	Hold	294	–	–	0.01%	199
2019 Q1	$50K	Hold	294	–	–	0.01%	190
2018 Q4	$44K	Hold	294	–	–	0.01%	186
2018 Q3	$54K	Sell	294 -22	-7%	-$4.04K	0.01%	187
2018 Q2	$49K	Sell	316 -2	-0.6%	-$310	0.01%	267
2018 Q1	$54K	Buy	318 +24	+8%	+$4.08K	0.01%	255
2017 Q4	$59K	Hold	294	–	–	0.02%	182
2017 Q3	$51K	Hold	294	–	–	0.02%	182
2017 Q2	$47K	Hold	294	–	–	0.02%	193
2017 Q1	$47K	Sell	294 -50	-15%	-$7.99K	0.02%	177
2016 Q4	$48K	Buy	+344	New	+$48K	0.03%	180