Integrated Wealth Concepts’s Lennox International LII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Buy	+798	New	+$411K	﹤0.01%	1727
2025 Q4	–	Sell	-978	Closed	-$518K	–	1875
2025 Q3	$518K	Sell	978 -423	-30%	-$247K	﹤0.01%	1322
2025 Q2	$803K	Buy	1,401 +23	+2%	+$12.9K	0.01%	1037
2025 Q1	$773K	Sell	1,378 -661	-32%	-$400K	0.01%	945
2024 Q4	$1.24M	Sell	2,039 -58	-3%	-$36.3K	0.01%	731
2024 Q3	$1.27M	Buy	2,097 +227	+12%	+$129K	0.02%	711
2024 Q2	$1M	Sell	1,870 -176	-9%	-$86.7K	0.01%	760
2024 Q1	$1M	Buy	2,046 +33	+2%	+$15K	0.01%	748
2023 Q4	$901K	Sell	2,013 -131	-6%	-$52.3K	0.01%	763
2023 Q3	$803K	Buy	2,144 +3	+0.1%	+$1.08K	0.01%	779
2023 Q2	$698K	Buy	+2,141	New	+$605K	0.01%	825