Journey Strategic Wealth’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 | $634K | Buy |
1,106
+46
| +4% | +$26.4K | 0.02% | 244 |
|
|
2025
Q1 | $595K | Buy |
1,060
+23
| +2% | +$12.9K | 0.02% | 198 |
|
|
2024
Q4 | $632K | Buy |
1,037
+13
| +1% | +$7.93K | 0.02% | 180 |
|
|
2024
Q3 | $619K | Sell |
1,024
-118
| -10% | -$71.3K | 0.02% | 187 |
|
|
2024
Q2 | $611K | Buy |
1,142
+381
| +50% | +$204K | 0.03% | 143 |
|
|
2024
Q1 | $372K | Buy |
761
+141
| +23% | +$69K | 0.02% | 158 |
|
|
2023
Q4 | $278K | Buy |
+620
| New | +$278K | 0.01% | 145 |
|
|
2023
Q2 | – | Sell |
-1,019
| Closed | -$256K | – | 240 |
|
|
2023
Q1 | $256K | Buy |
+1,019
| New | +$256K | 0.03% | 187 |
|