Lee Financial Group Hawaii, Inc. current holdings: USA Stocks
Lee Financial Group Hawaii, Inc. reported $0.01 billion in share positions in stocks (listed in the US), 13 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are OKE, COST, FHB.
- OKE: Country of operation United States; Class COM; Shares 13,138; Value $1,028,372.
- COST: Country of operation United States; Class COM; Shares 1,207; Value $884,049.
- FHB: Country of operation United States; Class COM; Shares 39,464; Value $872,923.
- IIPR: Country of operation United States; Class COM; Shares 8,389; Value $868,610.
Form 13F-HR as filed (SEC CIK 837980): quarter ended 2024-03-31, filed 2024-04-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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