Lois Frankel stock trades
Lois Frankel is a member of the U.S. House (Democrat, FL). Filings in this dataset run from 2014-05-15 to 2024-05-14 and list 1,543 stock transactions: 677 purchases and 866 sales. The median filing came 27 days after the trade; 21 of 1,544 were filed after the 45-day deadline.
Backtest copying Lois Frankel this year
What copying Lois Frankel would have returned
$10,000 invested on 2014-05-15, buying and selling the same stocks 3 days after each filing became public, ended at $25,249 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $42,742.
That headline is diluted by cash: on average only 82% of the money was invested, because the portfolio holds a few small positions. On the 3,139 days it did hold stocks, the copied holdings returned +9.4% a year against +12.4% for the S&P 500 over the same days: 3.0 percentage points behind the index.
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
1,099 copy orders were not placed (no price history, no cash left or the position limit was reached) and 5 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
By year: 2023 · 2022 · 2021 · 2020 · 2019 · 2018 · 2017 · 2016 · 2015 · 2014
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| MRK Merck & Company, Inc. Common Stock | 23 | 13 | 10 |
| PFE Pfizer, Inc. Common Stock | 19 | 8 | 11 |
| NOC Northrop Grumman Corporation Common Stock | 17 | 8 | 9 |
| JCI Johnson Controls International plc... | 17 | 9 | 8 |
| CI The Cigna Group Common Stock | 17 | 11 | 6 |
| AXP American Express Company Common Stock | 16 | 9 | 7 |
| STT State Street Corporation Common Stock | 15 | 8 | 7 |
| DD DuPont de Nemours, Inc. Common Stock | 15 | 10 | 5 |
| C Citigroup, Inc. Common Stock | 15 | 9 | 6 |
| PPG PPG Industries, Inc. Common Stock | 14 | 7 | 7 |
| PNC PNC Financial Services Group, Inc. | 14 | 7 | 7 |
| MCK McKesson Corporation Common Stock | 14 | 7 | 7 |
| ETN Eaton Corporation, PLC Ordinary Shares | 14 | 5 | 9 |
| ACN Accenture plc Class A Ordinary Shares | 14 | 3 | 11 |
| WFC Wells Fargo & Company Common Stock | 13 | 3 | 10 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Lois Frankel with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2024-05-14 | 2023-05-24 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PLD Prologis, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | JPM JP Morgan Chase & Co. Common Stock | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | COP ConocoPhillips Common Stock | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CMCSA Comcast Corporation - Class A Common Stock | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CI The Cigna Group Common Stock | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | AON Aon plc Class A Ordinary Shares (Ireland) | $15,001 - $50,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | XEL Xcel Energy Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | WSO Watsco, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | WRB W.R. Berkley Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | WAT Waters Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | VNT Vontier Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ULTA Ulta Beauty, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | TT Trane Technologies plc | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | TEL TE Connectivity plc Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | SUI Sun Communities, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | SSNC SS&C Technologies Holdings, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | SO Southern Company | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | SHW Sherwin-Williams Company | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | RGLD Royal Gold, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PXD Pioneer Natural Resources Company | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | POR Portland General Electric Co | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PGR Progressive Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | PCAR PACCAR Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NSRGY NESTLE S.A S/ADR | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NSC Norfolk Southern Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NSA National Storage Affiliates Trust Common... | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NOC Northrop Grumman Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | NDAQ Nasdaq, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MTB M&T Bank Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MS Morgan Stanley Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MMC Marsh & McLennan Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MKL Markel Group Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MCK McKesson Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MCK McKesson Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | MAR Marriott International, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | LOW Lowe's Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | LNT Alliant Energy Corporation (NYSE) | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | LKQ LKQ Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | LBRDK Liberty Broadband Corporation - Class C... | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | LAMR Lamar Advertising Company - Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | KVUE Kenvue Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | KLAC KLA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | KKR KKR & Co. Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | IT Gartner, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | HUBB Hubbell Inc Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | HSY The Hershey Company Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | HON Honeywell International Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | HES Hess Corp | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | HAL Halliburton Company Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | GL Globe Life Inc | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | GD General Dynamics Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | FLR Fluor Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | FANG Diamondback Energy, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | FAF First American Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | EXPD Expeditors International of Washington,... | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ETR Entergy Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ETN Eaton Corporation, PLC Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ES Eversource Energy | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | DORM Dorman Products, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | DEO Diageo Plc ADR | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | DD DuPont de Nemours, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | D Dominion Energy Inc | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CRL Charles River Laboratories International, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | COLD Americold Realty Trust Common Shares | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CBOE Cboe Global Markets, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CB Chubb Limited Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | CASY Caseys General Stores, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BWXT BWX Technologies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BR Broadridge Financial Solutions, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BIO Bio-Rad Laboratories, Inc. | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | BAH Booz Allen Hamilton Holding Corporation... | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | AXP American Express Company Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | AVY Avery Dennison Corporation | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ARE ALEXANDRIA REAL ESTATE EQUITIES INC | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | AOS A.O. Smith Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-08 | Sale | ABBV AbbVie Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-07 | Buy | PCAR PACCAR Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-06 | Buy | PCAR PACCAR Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-06 | Partial sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-06 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-09-06 | Buy | ABBV AbbVie Inc. Common Stock | $1,001 - $15,000 | Source |
Other members from FL
- Thomas J. Rooney Republican, 778 trades
- Donna Shalala Democrat, 566 trades
- Jared Moskowitz Democrat, 466 trades
- Carlos Curbelo Republican, 402 trades
- Rick Scott Republican, 355 trades
- John Rutherford Republican, 347 trades
- Vern Buchanan Republican, 228 trades
- Byron Donalds Republican, 174 trades
Members who trade the same stocks
- Gilbert Cisneros Democrat, 140 stocks in common
- K. Michael Conaway Republican, 114 stocks in common
- Alan Armstrong Republican, 114 stocks in common
- Thomas MacArthur Republican, 101 stocks in common
- Josh Gottheimer Democrat, 97 stocks in common
- Dean Phillips Democrat, 95 stocks in common
- Lisa McClain Republican, 91 stocks in common
- Daniel Goldman Democrat, 88 stocks in common
Common questions
- Did Lois Frankel beat the market?
- Copying Lois Frankel's disclosed stock trades 3 days after each filing returned +9.4% a year on the days the money was invested, against +12.4% for the S&P 500 over the same days: 3.0 percentage points behind the index. This is a hypothetical backtest from 2014-05-15 to 2026-11-09, not investment advice.
- How many stock trades has Lois Frankel disclosed?
- Lois Frankel disclosed 1,543 stock transactions between 2014-05-15 and 2024-05-14: 677 purchases and 866 sales.
- Which stocks does Lois Frankel trade most?
- The most traded stocks in Lois Frankel's filings are MRK (23), PFE (19) and NOC (17), by number of transactions.
- How quickly does Lois Frankel report trades?
- The median filing came 27 days after the trade. 21 of 1,544 filings arrived after the 45-day deadline.