Mount Yale Investment Advisors’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 | $91.1K | Buy |
+159
| New | +$91.1K | 0.01% | 679 |
|
|
2020
Q4 | – | Sell |
-2,690
| Closed | -$733K | – | 412 |
|
|
2020
Q3 | $733K | Sell |
2,690
-40
| -1% | -$10.9K | 0.1% | 190 |
|
|
2020
Q2 | $636K | Buy |
2,730
+461
| +20% | +$107K | 0.11% | 191 |
|
|
2020
Q1 | $412K | Buy |
2,269
+251
| +12% | +$45.6K | 0.09% | 209 |
|
|
2019
Q4 | $470K | Buy |
2,018
+66
| +3% | +$15.4K | 0.08% | 211 |
|
|
2019
Q3 | $490K | Sell |
1,952
-38
| -2% | -$9.54K | 0.09% | 190 |
|
|
2019
Q2 | $507K | Sell |
1,990
-61
| -3% | -$15.5K | 0.09% | 181 |
|
|
2019
Q1 | $542K | Sell |
2,051
-30
| -1% | -$7.93K | 0.1% | 162 |
|
|
2018
Q4 | $494K | Sell |
2,081
-117
| -5% | -$27.8K | 0.1% | 172 |
|
|
2018
Q3 | $476K | Sell |
2,198
-38
| -2% | -$8.23K | 0.08% | 184 |
|
|
2018
Q2 | $448K | Sell |
2,236
-4
| -0.2% | -$801 | 0.08% | 191 |
|
|
2018
Q1 | $458K | Buy |
+2,240
| New | +$458K | 0.1% | 186 |
|