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Lois Frankel

Lois Frankel

Democrathouse ยท FL
View SEC Filings (house)

104

Total Trades

+36.8%

Avg. Trade Return

+36.8%

Cumulative Return

+36.8%

Annualized Return

Portfolio Performance

Average return across all open BUY positions over each timeframe.

1D

N/A

5D

N/A

7D

N/A

30D

N/A

3M

N/A

YTD

N/A

1Y

N/A

5Y

+36.8%

All-Time

+36.8%

Performance Timeline

Cumulative return across 104 trades. Each point represents a trade.

49

Buys

55

Sells

62

Tickers

+155.4%

Best Trade

-48.5%

Worst Trade

49

Tracked

Portfolio Holdings (10 stocks)

Most actively traded stocks based on transaction frequency

Portfolio represents most frequently traded stocks, not current holdings or position sizes

Complete Trade History

104 trades shown, newest first. All dates from official disclosure filings.

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2023-09-01

๐Ÿ”ด sale
$DGDollar General Corporation
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-31

๐Ÿ”ด sale
$JCIJohnson Controls International PLC
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-30

๐Ÿ”ด sale
$JCIJohnson Controls International PLC
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-30

๐ŸŸข purchase
$ABBVAbbVie Inc
Size: 1Kโ€“15K

Price

$135.79

Return

+70.5%

2023-08-10

๐Ÿ”ด sale
$WTWWillis Towers Watson PLC
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-10

๐ŸŸข purchase
$KVUEKENVUE INC
Size: 1Kโ€“15K

Price

$20.93

Return

-10.7%

2023-08-10

๐Ÿ”ด sale
$JNJJohnson & Johnson
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-09

๐Ÿ”ด sale
$WTWWillis Towers Watson PLC
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-09

๐ŸŸข purchase
$SHVISHARES SHORT TREAS BD ETF
Size: 1Kโ€“15K

Price

$98.08

Return

+12.4%

2023-08-09

๐Ÿ”ด sale
$IFFInternational Flavors & Fragrances Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-07

๐ŸŸข purchase
$SHVISHARES SHORT TREAS BD ETF
Size: 1Kโ€“15K

Price

$98.05

Return

+12.5%

2023-08-07

๐Ÿ”ด sale
$NSPInsperity Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-04

๐Ÿ”ด sale
$SEDGSolarEdge Technologies Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-04

๐Ÿ”ด sale
$LBRDALiberty Broadband Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-04

๐ŸŸข purchase
$SHVISHARES SHORT TREAS BD ETF
Size: 1Kโ€“15K

Price

$98.05

Return

+12.5%

2023-08-04

๐Ÿ”ด sale
$NSPInsperity Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-04

๐Ÿ”ด sale
$FLRFluor Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-03

๐ŸŸข purchase
$PLDPrologis Inc
Size: 1Kโ€“15K

Price

$114.24

Return

+21.6%

2023-08-03

๐ŸŸข purchase
$KVUEKENVUE INC
Size: 1Kโ€“15K

Price

$21.49

Return

-13.0%

2023-08-02

๐Ÿ”ด sale
$TXNTexas Instruments Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-02

๐ŸŸข purchase
$PLDPrologis Inc
Size: 1Kโ€“15K

Price

$114.12

Return

+21.8%

2023-08-02

๐Ÿ”ด sale
$MRKMerck & Co Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-08-02

๐ŸŸข purchase
$KVUEKENVUE INC
Size: 1Kโ€“15K

Price

$21.41

Return

-12.7%

2023-07-26

๐ŸŸข purchase
$TGTTarget Corp
Size: 1Kโ€“15K

Price

$121.51

Return

-4.7%

2023-07-26

๐Ÿ”ด sale
$MSMorgan Stanley
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-07-14

๐ŸŸข purchase
$WRBBerkley (W.R.) Corp
Size: 1Kโ€“15K

Price

$36.67

Return

+90.1%

2023-07-14

๐ŸŸข purchase
$LKQLKQ Corporation
Size: 1Kโ€“15K

Price

$54.06

Return

-36.9%

2023-07-13

๐Ÿ”ด sale
$MARMarriott International Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-07-13

๐ŸŸข purchase
$DUKDuke Energy Corp
Size: 1Kโ€“15K

Price

$83.86

Return

+52.9%

2023-07-12

๐ŸŸข purchase
$PLDPrologis Inc
Size: 1Kโ€“15K

Price

$115.56

Return

+20.3%

2023-07-12

๐Ÿ”ด sale
$NXPINXP Semiconductors NV
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-29

๐ŸŸข purchase
$BIOBio-Rad Laboratories Inc
Size: 1Kโ€“15K

Price

$375.24

Return

-31.6%

2023-06-28

๐Ÿ”ด sale
$WSOWatsco Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-28

๐Ÿ”ด sale
$TMOThermo Fisher Scientific Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-28

๐ŸŸข purchase
$PFEPfizer Inc
Size: 1Kโ€“15K

Price

$30.61

Return

-9.9%

2023-06-28

๐ŸŸข purchase
$NSCNorfolk Southern Corp
Size: 1Kโ€“15K

Price

$209.93

Return

+50.0%

2023-06-28

๐Ÿ”ด sale
$MRKMerck & Co Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-28

๐Ÿ”ด sale
$HUBBHubbell Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-28

๐ŸŸข purchase
$DDDuPont De Nemours Inc
Size: 1Kโ€“15K

Price

$27.72

Return

+81.2%

2023-06-28

๐Ÿ”ด sale
$BWXTBWX Technologies Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-28

๐ŸŸข purchase
$BIOBio-Rad Laboratories Inc
Size: 1Kโ€“15K

Price

$364.38

Return

-29.6%

2023-06-21

๐Ÿ”ด sale
$ETNEaton Corp PLC
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-21

๐ŸŸข purchase
$COPConocoPhillips
Size: 1Kโ€“15K

Price

$95.54

Return

+16.6%

2023-06-14

๐ŸŸข purchase
$TGTTarget Corp
Size: 1Kโ€“15K

Price

$120.39

Return

-3.9%

2023-06-14

๐Ÿ”ด sale
$JPMJPMorgan Chase & Co
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-08

๐ŸŸข purchase
$DDominion Energy Inc
Size: 1Kโ€“15K

Price

$47.06

Return

+41.3%

2023-06-07

๐Ÿ”ด sale
$SHWThe Sherwin-Williams Co
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-07

๐ŸŸข purchase
$DDominion Energy Inc
Size: 1Kโ€“15K

Price

$46.85

Return

+42.0%

2023-06-06

๐Ÿ”ด sale
$DGDollar General Corporation
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-02

๐Ÿ”ด sale
$GLGlobe Life Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-06-02

๐ŸŸข purchase
$ESEversource Energy
Size: 1Kโ€“15K

Price

$62.39

Return

+17.6%

2023-05-31

๐ŸŸข purchase
$CICigna Corp
Size: 1Kโ€“15K

Price

$235.23

Return

+23.9%

2023-05-31

๐Ÿ”ด sale
$BSXBoston Scientific Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-05-30

๐ŸŸข purchase
$BSXBoston Scientific Corp
Size: 1Kโ€“15K

Price

$50.49

Return

+48.0%

2023-05-30

๐ŸŸข purchase
$AREAlexandria Real Estate Equities Inc
Size: 1Kโ€“15K

Price

$97.62

Return

-46.2%

2023-05-26

๐ŸŸข purchase
$WRBBerkley (W.R.) Corp
Size: 1Kโ€“15K

Price

$34.88

Return

+99.8%

2023-05-24

๐ŸŸข purchase
$GDGeneral Dynamics Corp
Size: 1Kโ€“15K

Price

$195.16

Return

+78.1%

2023-05-24

๐Ÿ”ด sale
$JCIJohnson Controls International
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-05-22

๐ŸŸข purchase
$NSANATIONAL STORAGE AFFILIATES
Size: 1Kโ€“15K

Price

$31.66

Return

+5.7%

2023-05-19

๐ŸŸข purchase
$NSANATIONAL STORAGE AFFILIATES
Size: 1Kโ€“15K

Price

$31.63

Return

+5.8%

2023-05-16

๐ŸŸข purchase
$NSANATIONAL STORAGE AFFILIATES
Size: 1Kโ€“15K

Price

$31.58

Return

+6.0%

2023-05-16

๐ŸŸข purchase
$AREAlexandria Real Estate Equities Inc
Size: 1Kโ€“15K

Price

$101.95

Return

-48.5%

2023-05-03

๐Ÿ”ด sale
$UIUbiquiti Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-05-03

๐ŸŸข purchase
$PLDPrologis Inc
Size: 1Kโ€“15K

Price

$113.75

Return

+22.2%

2023-05-03

๐Ÿ”ด sale
$CMCSAComcast Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-05-01

๐ŸŸข purchase
$WRBBerkley (W.R.) Corp
Size: 1Kโ€“15K

Price

$37.1

Return

+87.9%

2023-05-01

๐Ÿ”ด sale
$BSXBoston Scientific Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-26

๐Ÿ”ด sale
$PPGPPG Industries Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-26

๐ŸŸข purchase
$PNCThe PNC Financial Services Group Inc
Size: 1Kโ€“15K

Price

$114.83

Return

+99.7%

2023-04-25

๐ŸŸข purchase
$CRLCharles River Laboratories International Inc
Size: 1Kโ€“15K

Price

$187.6

Return

-14.0%

2023-04-24

๐Ÿ”ด sale
$VNTVontier Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-24

๐Ÿ”ด sale
$HSYThe Hershey Co
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-24

๐Ÿ”ด sale
$HESHess Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-19

๐Ÿ”ด sale
$UIUbiquiti Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-19

๐Ÿ”ด sale
$PPGPPG Industries Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-19

๐ŸŸข purchase
$PNCThe PNC Financial Services Group Inc
Size: 1Kโ€“15K

Price

$115.29

Return

+98.9%

2023-04-19

๐Ÿ”ด sale
$ITGartner Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-19

๐Ÿ”ด sale
$EPAMEPAM Systems Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-19

๐Ÿ”ด sale
$BSXBoston Scientific Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-04-05

๐ŸŸข purchase
$CICigna Corp
Size: 1Kโ€“15K

Price

$252.79

Return

+15.3%

2023-03-29

๐Ÿ”ด sale
$BSXBoston Scientific Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-29

๐ŸŸข purchase
$AXPAmerican Express Co
Size: 1Kโ€“15K

Price

$157.8

Return

+113.9%

2023-03-22

๐Ÿ”ด sale
$PGRThe Progressive Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-22

๐ŸŸข purchase
$JPMJPMorgan Chase & Co
Size: 1Kโ€“15K

Price

$118.46

Return

+155.4%

2023-03-22

๐Ÿ”ด sale
$ITWIllinois Tool Works Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-22

๐ŸŸข purchase
$COPConocoPhillips
Size: 1Kโ€“15K

Price

$89.61

Return

+24.4%

2023-03-20

๐Ÿ”ด sale
$HALHalliburton Co
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-20

๐Ÿ”ด sale
$BOHBank of Hawaii Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-16

๐Ÿ”ด sale
$ULTAUlta Beauty Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-16

๐Ÿ”ด sale
$FLRFluor Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-16

๐Ÿ”ด sale
$FRCFirst Republic Bank
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-02

๐Ÿ”ด sale
$PNCThe PNC Financial Services Group Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-02

๐ŸŸข purchase
$JPMJPMorgan Chase & Co
Size: 1Kโ€“15K

Price

$131.39

Return

+130.3%

2023-03-01

๐Ÿ”ด sale
$PNCThe PNC Financial Services Group Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-03-01

๐ŸŸข purchase
$CCitigroup Inc
Size: 1Kโ€“15K

Price

$46.39

Return

+139.0%

2023-02-23

๐ŸŸข purchase
$TELTE Connectivity Ltd
Size: 1Kโ€“15K

Price

$122.16

Return

+93.3%

2023-02-22

๐Ÿ”ด sale
$PNCThe PNC Financial Services Group Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-02-22

๐Ÿ”ด sale
$NXPINXP Semiconductors NV
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-02-22

๐ŸŸข purchase
$CCitigroup Inc
Size: 1Kโ€“15K

Price

$45.08

Return

+145.9%

2023-02-20

๐ŸŸข purchase
$SHWThe Sherwin-Williams Co
Size: 1Kโ€“15K

Price

$217.25

Return

+69.8%

2023-02-20

๐Ÿ”ด sale
$PPGPPG Industries Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2023-02-17

๐ŸŸข purchase
$LAMRLamar Advertising Co
Size: 1Kโ€“15K

Price

$92.55

Return

+42.4%

2023-02-17

๐ŸŸข purchase
$IFFInternational Flavors & Fragrances Inc
Size: 1Kโ€“15K

Price

$88.87

Return

-6.6%

2023-02-17

๐Ÿ”ด sale
$FLRFluor Corp
Size: 1Kโ€“15K

Price

N/A

Return

N/A

Official Sources

All trade data is sourced from official congressional financial disclosures filed under the STOCK Act.

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