Carson Wealth (CWM LLC)’s Lennox International LII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
1,499
-85
| -5% | -$48.7K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $888K | Sell |
1,584
-108
| -6% | -$60.5K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $1.03M | Buy |
1,692
+32
| +2% | +$19.5K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $1M | Buy |
1,660
+185
| +13% | +$112K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $789K | Buy |
1,475
+99
| +7% | +$53K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $673K | Buy |
1,376
+101
| +8% | +$49.4K | ﹤0.01% | 1015 |
|
|
2023
Q4 | $571K | Buy |
1,275
+68
| +6% | +$30.5K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $452K | Buy |
1,207
+33
| +3% | +$12.4K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $383K | Buy |
1,174
+12
| +1% | +$3.92K | ﹤0.01% | 1029 |
|
|
2023
Q1 | $292K | Sell |
1,162
-18
| -2% | -$4.52K | ﹤0.01% | 1061 |
|
|
2022
Q4 | $282K | Sell |
1,180
-42
| -3% | -$10K | ﹤0.01% | 976 |
|
|
2022
Q3 | $272K | Sell |
1,222
-133
| -10% | -$29.6K | ﹤0.01% | 941 |
|
|
2022
Q2 | $280K | Sell |
1,355
-55
| -4% | -$11.4K | ﹤0.01% | 909 |
|
|
2022
Q1 | $364K | Buy |
1,410
+9
| +0.6% | +$2.32K | ﹤0.01% | 815 |
|
|
2021
Q4 | $454K | Buy |
+1,401
| New | +$454K | ﹤0.01% | 753 |
|
|
2021
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q1 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q4 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q3 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q1 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2019
Q4 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2019
Q3 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2019
Q2 | $20K | Hold |
56
| – | – | ﹤0.01% | 1790 |
|
|
2019
Q1 | $20K | Buy |
56
+39
| +229% | +$13.9K | ﹤0.01% | 1790 |
|
|
2018
Q4 | $4K | Buy |
17
+13
| +325% | +$3.06K | ﹤0.01% | 1591 |
|
|
2018
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1691 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1731 |
|
|
2018
Q1 | $1K | Sell |
4
-91
| -96% | -$22.8K | ﹤0.01% | 1294 |
|
|
2017
Q4 | $20K | Hold |
95
| – | – | ﹤0.01% | 696 |
|
|
2017
Q3 | $17K | Hold |
95
| – | – | ﹤0.01% | 749 |
|
|
2017
Q2 | $17K | Hold |
95
| – | – | ﹤0.01% | 665 |
|
|
2017
Q1 | $16K | Hold |
95
| – | – | ﹤0.01% | 643 |
|
|
2016
Q4 | $15K | Hold |
95
| – | – | ﹤0.01% | 651 |
|
|
2016
Q3 | $15K | Buy |
+95
| New | +$15K | ﹤0.01% | 602 |
|