AE Wealth Management’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-996
| Closed | -$607K | – | 2229 |
|
|
2024
Q4 | $607K | Buy |
996
+424
| +74% | +$258K | 0.01% | 846 |
|
|
2024
Q3 | $346K | Sell |
572
-53
| -8% | -$32.1K | ﹤0.01% | 982 |
|
|
2024
Q2 | $334K | Buy |
625
+46
| +8% | +$24.6K | ﹤0.01% | 994 |
|
|
2024
Q1 | $283K | Sell |
579
-37
| -6% | -$18.1K | ﹤0.01% | 980 |
|
|
2023
Q4 | $274K | Buy |
616
+58
| +10% | +$25.8K | ﹤0.01% | 1754 |
|
|
2023
Q3 | $209K | Buy |
+558
| New | +$209K | ﹤0.01% | 1766 |
|