Lois Frankel portfolio
Lois Frankel has represented FL's 22nd district in the House since 2013. Committee seats: Appropriations. Lois Frankel has disclosed 1543 trades (676 purchases, 866 sales); the latest was on Sep 8, 2023. Over the past year the disclosed stock holdings returned +12.9%, against +11.8% for the S&P 500.
Est. value $303K across 24 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| TMKX142 Torchmark Corporation | $32K | Nov 20, 2018Purchase | $4K–60K4 purchases | $85.29 | — | — | 4 |
| BBTX141 bb&T Corporation | $25K | May 22, 2019Purchase | $3K–45K3 purchases | $28.98 | +2.75% | $30.58 | 3 |
| FDNDJ Interne t Index Fund | $25K | Mar 21, 2017Purchase | $1K–15K1 purchase | $86.54 | +187.34% | $267.89 | 1 |
| IRX938 Ingersoll-Rand plc | $25K | Mar 5, 2020Sale (partial) | $4K–60K4 purchases | $31.15 | +158.89% | $79.76 | 8 |
| LMCKX141 Liberty Media Corporat ion - series C | $24K | Jan 7, 2015Purchase | $3K–45K3 purchases | $25.03 | — | — | 3 |
| GLDGLD | $24K | Oct 4, 2016Purchase | $1K–15K1 purchase | $120.97 | +196.71% | $358.52 | 1 |
| SWKInc. | $18K | Jun 29, 2022Sale (partial) | $5K–75K5 purchases | $157.77 | -31.52% | $102.57 | 6 |
| SHViShares Short Treasury Bond ETF | $16K | Aug 9, 2023Purchase | $2K–30K2 purchases | $110.09 | +0.03% | $110.43 | 2 |
| WLTWPublicLimited Company - Ordinary Shares | $16K | Sep 23, 2021Purchase | $2K–30K2 purchases | $232.19 | — | — | 2 |
| LEAX141 Lear Corporation | $14K | Nov 6, 2018Purchase | $2K–30K2 purchases | $137.85 | -14.06% | $119.27 | 2 |
| PNRX141 Pentair plc. ordinary sh are | $12K | Apr 6, 2015Purchase | $1K–15K1 purchase | $44.12 | +61.87% | $65.78 | 1 |
| JCIX141 Johnson Controls, Inc. | $11K | Sep 6, 2023Sale (partial) | $7K–105K7 purchases | $49.22 | +215.79% | $152.28 | 16 |
| HBANX142 Huntington ba ncshares Incorporated | $9K | Feb 5, 2020Sale (partial) | $2K–30K2 purchases | $8.96 | +64.79% | $15.80 | 4 |
| ESLX142 Esterline Technologi es Corporation | $8K | Jan 4, 2019Sale (partial) | $2K–30K2 purchases | No data | — | — | 3 |
| HCNX141 Health Care REIT, Inc. | $8K | May 2, 2017Purchase | $1K–15K1 purchase | $70.75 | — | — | 2 |
| COGP Cabot oil & Gas Corporatio n | $8K | Jan 3, 2017Purchase | $1K–15K1 purchase | $22.34 | — | — | 1 |
| DLPHX141 Delphi Automotive plc ordinary shares | $8K | Dec 7, 2016Purchase | $1K–15K1 purchase | $70.36 | — | — | 4 |
| PCYPowerShares Emerging Markets Sovereign Debt Portfolio | $5K | Sep 16, 2016Purchase | $1K–15K1 purchase | $29.90 | -32.53% | $20.34 | 1 |
| EPAMX142 EPAM systems, Inc. | $5K | Apr 19, 2023Sale (partial) | $2K–30K2 purchases | $66.28 | +119.95% | $138.26 | 9 |
| WUX141 Western union Company | $3K | May 9, 2019Sale (partial) | $3K–45K3 purchases | $17.59 | -64.48% | $6.13 | 5 |
| LMTCorporation | $3K | Jan 19, 2022Sale (partial) | $2K–30K2 purchases | $335.65 | +105.67% | $638.19 | 10 |
| PPGX141 PPG Industries, Inc. | $3K | Apr 26, 2023Sale (partial) | $7K–105K7 purchases | $121.12 | +0.99% | $119.51 | 14 |
| FEX142 FirstEnergy Corp. | $1K | Jul 28, 2020Sale (partial) | $4K–60K4 purchases | $40.23 | +14.94% | $47.04 | 7 |
| HAINX141 The Hain Celestial Group, Inc. | $33.26 | Nov 9, 2018Sale (partial) | $3K–45K3 purchases | $37.94 | -99.69% | $0.12 | 4 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.