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Lois Frankel: public portfolio summary

Lois Frankel: 284 congressional trade records in our dataset. Latest disclosure: May 15, 2024. Public previews include up to five recent trades; the itemized holdings breakdown requires a free sign-in.

House / Democrat / FL

Public data preview
Trade records
284
Latest transaction
Latest disclosure
Estimated holdings
27

Transactions · Disclosures

90-day disclosed activity

· Buys: 0, sells: 0, other: 0 · disclosure-range midpoints in USD, other transaction types excluded from net buying

Estimated bought
$0
Estimated sold
$0
Estimated net bought
$0
Most recently disclosed trades
StockPoliticianTransactionDisclosedTypeOwnerDisclosed range (USD)
Johnson Controls International plc (JCI)Lois FrankelSellUndisclosed1K–15K
AbbVie Inc. (ABBV)Lois FrankelSellUndisclosed1K–15K
Accenture plc (ACN)Lois FrankelSellUndisclosed1K–15K
ANALOG DEVICES INC (ADI)Lois FrankelSellUndisclosed1K–15K
Autodesk, Inc. (ADSK)Lois FrankelSellUndisclosed1K–15K

Estimated holdings

27 estimated holdings on record (original portfolio model). The full breakdown is paywalled — sign in free to view it.

Holdings as of .

Original-model returns compared with the S&P 500
PeriodPortfolioS&P 500
1 day-1.13%-0.46%
1 month-2.84%-1.4%
3 months3.9%3.71%
6 months11.59%13%
1 year24.97%18.53%
3 years65.55%77.63%

Performance as of . Original portfolio model.