EverSource Wealth Advisors’s Lennox International LII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
808
-333
| -29% | -$191K | 0.02% | 484 |
|
|
2025
Q1 | $640K | Buy |
1,141
+191
| +20% | +$107K | 0.04% | 335 |
|
|
2024
Q4 | $579K | Buy |
950
+14
| +1% | +$8.53K | 0.03% | 342 |
|
|
2024
Q3 | $566K | Buy |
936
+16
| +2% | +$9.67K | 0.04% | 302 |
|
|
2024
Q2 | $537K | Sell |
920
-12
| -1% | -$7K | 0.04% | 297 |
|
|
2024
Q1 | $432K | Buy |
932
+3
| +0.3% | +$1.39K | 0.03% | 295 |
|
|
2023
Q4 | $416K | Sell |
929
-1
| -0.1% | -$447 | 0.04% | 275 |
|
|
2023
Q3 | $348K | Sell |
930
-30
| -3% | -$11.2K | 0.04% | 279 |
|
|
2023
Q2 | $313K | Sell |
960
-9
| -0.9% | -$2.94K | 0.03% | 302 |
|
|
2023
Q1 | $243K | Sell |
969
-7
| -0.7% | -$1.76K | 0.03% | 343 |
|
|
2022
Q4 | $233K | Sell |
976
-768
| -44% | -$184K | 0.04% | 326 |
|
|
2022
Q3 | $388K | Sell |
1,744
-210
| -11% | -$46.7K | 0.09% | 203 |
|
|
2022
Q2 | $404K | Buy |
1,954
+40
| +2% | +$8.27K | 0.1% | 174 |
|
|
2022
Q1 | $494K | Buy |
1,914
+1,015
| +113% | +$262K | 0.13% | 152 |
|
|
2021
Q4 | $291K | Buy |
+899
| New | +$291K | 0.08% | 176 |
|