Heritage Family Offices’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
$742K Hold
1,342
0.38% 65
2025
Q1
$752K Buy
1,342
+274
+26% +$154K 0.38% 63
2024
Q4
$651K Buy
1,068
+6
+0.6% +$3.66K 0.32% 68
2024
Q3
$641K Buy
1,062
+35
+3% +$21.1K 0.33% 68
2024
Q2
$549K Buy
+1,027
New +$549K 0.3% 73