JFS Wealth Advisors’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
Q2 | $22.9K | Buy |
40
+1
| +3% | +$509 | ﹤0.01% | 737 |
|
|
2026
Q1 | $18.1K | Buy |
39
+1
| +3% | +$515 | ﹤0.01% | 764 |
|
|
2025
Q4 | $18.5K | Buy |
38
+8
| +27% | +$4.01K | ﹤0.01% | 767 |
|
|
2025
Q3 | $15.9K | Hold |
30
| – | – | ﹤0.01% | 745 |
|
|
2025
Q2 | $17.2K | Sell |
30
-1
| -3% | -$559 | ﹤0.01% | 692 |
|
|
2025
Q1 | $17.4K | Buy |
31
+1
| +3% | +$605 | ﹤0.01% | 701 |
|
|
2024
Q4 | $18.3K | Sell |
30
-1
| -3% | -$625 | ﹤0.01% | 671 |
|
|
2024
Q3 | $18.7K | Buy |
31
+1
| +3% | +$570 | ﹤0.01% | 660 |
|
|
2024
Q2 | $16K | Hold |
30
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $14.6K | Sell |
30
-2
| -6% | -$910 | ﹤0.01% | 698 |
|
|
2023
Q4 | $14.3K | Buy |
32
+1
| +3% | +$399 | ﹤0.01% | 677 |
|
|
2023
Q3 | $11.6K | Buy |
31
+1
| +3% | +$361 | ﹤0.01% | 683 |
|
|
2023
Q2 | $9.76K | Hold |
30
| – | – | ﹤0.01% | 740 |
|
|
2023
Q1 | $7.52K | Sell |
30
-3
| -9% | -$757 | ﹤0.01% | 823 |
|
|
2022
Q4 | $7.87K | Sell |
33
-148
| -82% | -$36.2K | ﹤0.01% | 806 |
|
|
2022
Q3 | $40K | Buy |
181
+23
| +15% | +$5.47K | ﹤0.01% | 424 |
|
|
2022
Q2 | $33K | Sell |
158
-11
| -7% | -$2.41K | ﹤0.01% | 479 |
|
|
2022
Q1 | $44K | Buy |
169
+7
| +4% | +$1.92K | ﹤0.01% | 452 |
|
|
2021
Q4 | $53K | Buy |
162
+156
| +2,600% | +$48.7K | 0.01% | 409 |
|
|
2021
Q3 | $2K | Buy |
+6
| New | +$1.96K | ﹤0.01% | 775 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$2K | – | 516 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 483 |
|
|
2017
Q4 | $2K | Buy |
+11
| New | +$2.15K | ﹤0.01% | 489 |
|
Other funds holding LII
CNB
DC
YIH
CA
MPPW
QCM
EOJOAM
IIM