Optimist Retirement Group’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 | $289K | Buy |
504
+56
| +13% | +$32.1K | 0.14% | 90 |
|
|
2025
Q1 | $251K | Buy |
448
+32
| +8% | +$17.9K | 0.13% | 80 |
|
|
2024
Q4 | $253K | Buy |
416
+1
| +0.2% | +$609 | 0.12% | 85 |
|
|
2024
Q3 | $251K | Sell |
415
-17
| -4% | -$10.3K | 0.11% | 90 |
|
|
2024
Q2 | $231K | Buy |
432
+4
| +0.9% | +$2.14K | 0.12% | 85 |
|
|
2024
Q1 | $209K | Buy |
+428
| New | +$209K | 0.11% | 99 |
|