Heritage Wealth Management (Arizona)’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $549K | Sell |
1,027
-157
| -13% | -$84K | 0.3% | 73 |
|
|
2024
Q1 | $579K | Sell |
1,184
-53
| -4% | -$25.9K | 0.29% | 73 |
|
|
2023
Q4 | $554K | Buy |
+1,237
| New | +$554K | 0.3% | 74 |
|
|
2022
Q4 | $777K | Buy |
3,246
+1,826
| +129% | +$437K | 0.11% | 137 |
|
|
2022
Q3 | $316K | Buy |
1,420
+56
| +4% | +$12.5K | 0.1% | 142 |
|
|
2022
Q2 | $282K | Buy |
1,364
+192
| +16% | +$39.7K | 0.09% | 168 |
|
|
2022
Q1 | $302K | Buy |
+1,172
| New | +$302K | 0.08% | 190 |
|
|
2021
Q3 | $168K | Buy |
570
+85
| +18% | +$25.1K | 0.06% | 245 |
|
|
2021
Q2 | $170K | Buy |
485
+202
| +71% | +$70.8K | 0.06% | 254 |
|
|
2021
Q1 | $88K | Buy |
+283
| New | +$88K | 0.05% | 266 |
|