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Plante Moran Financial Advisors’s Lennox International LII Stock Holding History

Plante Moran Financial Advisors’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
Closed -$11.6K – 903
2024
Q4 		$11.6K Sell
19
-177
-90% -$111K ﹤0.01% 556
2024
Q3 		$118K Buy
+196
New +$112K 0.01% 253
2018
Q3 		– Sell
-5
Closed -$1K – 813
2018
Q2 		$1K Hold
5
– – ﹤0.01% 768
2018
Q1 		$1K Hold
5
– – ﹤0.01% 906
2017
Q4 		$1K Hold
5
– – ﹤0.01% 837
2017
Q3 		$1K Buy
5
+2
+67% +$344 ﹤0.01% 774
2017
Q2 		$1K Hold
3
– – ﹤0.01% 791
2017
Q1 		$1K Buy
+3
New +$485 ﹤0.01% 832
2015
Q4 		– Sell
-30
Closed -$3K – 971
2015
Q3 		$3K Buy
+30
New +$3.52K ﹤0.01% 640

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