Creative Planning’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
3,725
+85
| +2% | +$48.7K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $2.04M | Buy |
3,640
+177
| +5% | +$99.3K | ﹤0.01% | 1156 |
|
|
2024
Q4 | $2.11M | Sell |
3,463
-85
| -2% | -$51.8K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $2.14M | Buy |
3,548
+347
| +11% | +$210K | ﹤0.01% | 1024 |
|
|
2024
Q2 | $1.71M | Buy |
3,201
+475
| +17% | +$254K | ﹤0.01% | 1067 |
|
|
2024
Q1 | $1.33M | Buy |
2,726
+188
| +7% | +$91.9K | ﹤0.01% | 1155 |
|
|
2023
Q4 | $1.14M | Buy |
2,538
+217
| +9% | +$97.1K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $869K | Buy |
2,321
+45
| +2% | +$16.9K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $742K | Buy |
2,276
+127
| +6% | +$41.4K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $540K | Sell |
2,149
-22
| -1% | -$5.53K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $519K | Sell |
2,171
-86
| -4% | -$20.6K | ﹤0.01% | 1397 |
|
|
2022
Q3 | $503K | Buy |
2,257
+464
| +26% | +$103K | ﹤0.01% | 1323 |
|
|
2022
Q2 | $370K | Sell |
1,793
-6
| -0.3% | -$1.24K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $464K | Buy |
1,799
+1
| +0.1% | +$258 | ﹤0.01% | 1358 |
|
|
2021
Q4 | $583K | Buy |
1,798
+9
| +0.5% | +$2.92K | ﹤0.01% | 1216 |
|
|
2021
Q3 | $526K | Buy |
1,789
+4
| +0.2% | +$1.18K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $626K | Sell |
1,785
-1,010
| -36% | -$354K | ﹤0.01% | 1156 |
|
|
2021
Q1 | $871K | Buy |
2,795
+230
| +9% | +$71.7K | ﹤0.01% | 1094 |
|
|
2020
Q4 | $703K | Buy |
2,565
+56
| +2% | +$15.3K | ﹤0.01% | 1113 |
|
|
2020
Q3 | $684K | Sell |
2,509
-10
| -0.4% | -$2.73K | ﹤0.01% | 957 |
|
|
2020
Q2 | $587K | Sell |
2,519
-51
| -2% | -$11.9K | ﹤0.01% | 945 |
|
|
2020
Q1 | $467K | Sell |
2,570
-22
| -0.8% | -$4K | ﹤0.01% | 968 |
|
|
2019
Q4 | $632K | Sell |
2,592
-328
| -11% | -$80K | ﹤0.01% | 985 |
|
|
2019
Q3 | $709K | Sell |
2,920
-1,012
| -26% | -$246K | ﹤0.01% | 901 |
|
|
2019
Q2 | $1.08M | Sell |
3,932
-13
| -0.3% | -$3.57K | ﹤0.01% | 729 |
|
|
2019
Q1 | $1.04M | Buy |
3,945
+77
| +2% | +$20.4K | ﹤0.01% | 720 |
|
|
2018
Q4 | $847K | Sell |
3,868
-549
| -12% | -$120K | ﹤0.01% | 726 |
|
|
2018
Q3 | $965K | Buy |
4,417
+317
| +8% | +$69.3K | ﹤0.01% | 777 |
|
|
2018
Q2 | $821K | Sell |
4,100
-30
| -0.7% | -$6.01K | ﹤0.01% | 845 |
|
|
2018
Q1 | $844K | Buy |
4,130
+105
| +3% | +$21.5K | ﹤0.01% | 821 |
|
|
2017
Q4 | $838K | Buy |
4,025
+5
| +0.1% | +$1.04K | ﹤0.01% | 817 |
|
|
2017
Q3 | $719K | Buy |
4,020
+189
| +5% | +$33.8K | ﹤0.01% | 857 |
|
|
2017
Q2 | $704K | Buy |
3,831
+38
| +1% | +$6.98K | ﹤0.01% | 840 |
|
|
2017
Q1 | $635K | Buy |
3,793
+30
| +0.8% | +$5.02K | ﹤0.01% | 860 |
|
|
2016
Q4 | $576K | Sell |
3,763
-149
| -4% | -$22.8K | ﹤0.01% | 862 |
|
|
2016
Q3 | $614K | Buy |
3,912
+195
| +5% | +$30.6K | ﹤0.01% | 786 |
|
|
2016
Q2 | $530K | Hold |
3,717
| – | – | ﹤0.01% | 745 |
|
|
2016
Q1 | $503K | Hold |
3,717
| – | – | ﹤0.01% | 748 |
|
|
2015
Q4 | $464K | Hold |
3,717
| – | – | ﹤0.01% | 794 |
|
|
2015
Q3 | $421K | Buy |
+3,717
| New | +$421K | ﹤0.01% | 798 |
|
|
2015
Q2 | – | Sell |
-3,717
| Closed | -$415K | – | 2064 |
|
|
2015
Q1 | $415K | Sell |
3,717
-503
| -12% | -$56.2K | ﹤0.01% | 816 |
|
|
2014
Q4 | $401K | Hold |
4,220
| – | – | ﹤0.01% | 783 |
|
|
2014
Q3 | $324K | Sell |
4,220
-1,000
| -19% | -$76.8K | ﹤0.01% | 828 |
|
|
2014
Q2 | $468K | Hold |
5,220
| – | – | 0.01% | 670 |
|
|
2014
Q1 | $475K | Buy |
5,220
+2,503
| +92% | +$228K | 0.01% | 639 |
|
|
2013
Q4 | $231K | Buy |
2,717
+2,680
| +7,243% | +$228K | ﹤0.01% | 801 |
|
|
2013
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 2890 |
|
|
2013
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 2826 |
|