Plante Moran Financial 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
Q1 | – | Sell |
-19
| Closed | -$11.6K | – | 903 |
|
|
2024
Q4 | $11.6K | Sell |
19
-177
| -90% | -$108K | ﹤0.01% | 556 |
|
|
2024
Q3 | $118K | Buy |
+196
| New | +$118K | 0.01% | 253 |
|
|
2018
Q3 | – | Sell |
-5
| Closed | -$1K | – | 811 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 766 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 904 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 837 |
|
|
2017
Q3 | $1K | Buy |
5
+2
| +67% | +$400 | ﹤0.01% | 774 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 791 |
|
|
2017
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 831 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$3K | – | 971 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 639 |
|