Valeo 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
Q2 | $208K | Sell |
363
-25
| -6% | -$14.3K | 0.01% | 695 |
|
|
2025
Q1 | $218K | Sell |
388
-1
| -0.3% | -$561 | 0.01% | 617 |
|
|
2024
Q4 | $237K | Hold |
389
| – | – | 0.01% | 604 |
|
|
2024
Q3 | $235K | Buy |
389
+1
| +0.3% | +$604 | 0.01% | 600 |
|
|
2024
Q2 | $208K | Buy |
+388
| New | +$208K | 0.01% | 601 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1834 |
|
|
2020
Q2 | $2K | Buy |
8
+3
| +60% | +$750 | ﹤0.01% | 1688 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q2 | $1K | Sell |
5
-44
| -90% | -$8.8K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $13K | Buy |
49
+17
| +53% | +$4.51K | ﹤0.01% | 887 |
|
|
2018
Q4 | $7K | Hold |
32
| – | – | ﹤0.01% | 972 |
|
|
2018
Q3 | $7K | Buy |
32
+27
| +540% | +$5.91K | ﹤0.01% | 1073 |
|
|
2018
Q2 | $1K | Sell |
5
-40
| -89% | -$8K | ﹤0.01% | 1469 |
|
|
2018
Q1 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 955 |
|