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 |
|---|---|---|---|---|---|
| 2017-10-02 | 2017-08-21 | Sale | MSTR Strategy Inc - Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-10-02 | 2017-08-21 | Sale | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-08-02 | Buy | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-08-02 | Sale | NOC Northrop Grumman Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-07-26 | Sale | MET MetLife, Inc. | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-07-26 | Buy | CB Chubb Limited Common Stock | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-07-19 | Sale | TWX Time Warner Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-07-19 | Buy | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-08-23 | 2017-07-19 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-14 | Sale | NYCB New York Community bancorp, Inc. | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-14 | Buy | HAIN The Hain Celestial group, Inc. | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-13 | Buy | APC Anadarko Petroleum Corporation | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-12 | Sale | STT State Street Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-12 | Sale | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-12 | Buy | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-06 | Buy | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-07-06 | Sale | ABT Abbott Laboratories Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-23 | Buy | MSTR Strategy Inc - Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-22 | Buy | MSTR Strategy Inc - Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-21 | Buy | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-21 | Sale | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-15 | Sale | NDAQ Nasdaq, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-21 | 2017-06-15 | Sale | MAT Mattel, Inc. | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-06-15 | Sale | NDAQ Nasdaq, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-06-15 | Sale | MAT Mattel, Inc. | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-06-14 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-06-07 | Sale | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-06-07 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-31 | Buy | SLB Schlumberger N.V. Common Stock | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-31 | Sale | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-24 | Sale | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-24 | Buy | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-17 | Sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-17 | Buy | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2017-06-22 | 2017-05-16 | Sale | DISCK Discovery Communications, Inc. - series C | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-12 | Sale | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-10 | Sale | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-10 | Buy | CB Chubb Limited Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-09 | Sale | JNS Janus Capital Group, Inc. Cmn stk | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-08 | Sale | JNS Janus Capital Group, Inc. Cmn stk | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-04 | Sale | UNFI United Natural Foods, Inc. | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-03 | Buy | DXC DXC Technology Company | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-03 | Sale | AXP American Express Company Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-02 | Sale | STI SunTrust Banks, Inc. | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-02 | Buy | SPN superior Energy services, Inc. | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-02 | Buy | NYCB New York Community bancorp, Inc. | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-02 | Buy | HCN Welltower Inc. | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-02 | Buy | ETR Entergy Corporation | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Sale | VAR Varian Medical Systems, Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Buy | DXC DXC Technology Company | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Buy | DG Dollar General Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Sale | AXP American Express Company Common Stock | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-05-01 | Sale | ADM Archer Daniels Midland | $1,001 - $15,000 | Source |
| 2017-05-31 | 2017-04-17 | Sale | MF Premier Graham A | $15,001 - $50,000 | Source |
| 2017-05-01 | 2017-03-22 | Buy | VBR Vanguard Small-Cap Value ETF - DNQ | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-22 | Buy | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-22 | Buy | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-22 | Sale | DD DuPont de Nemours, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-21 | Buy | FDN First Trust DJ Internet Index Fund | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-16 | Buy | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-05-01 | 2017-03-16 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-22 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-14 | Sale | RVT Royce Value Trust, Inc. | $15,001 - $50,000 | Source |
| 2017-03-27 | 2017-03-08 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-08 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-08 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-03 | Sale | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-03 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-03-01 | Sale | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-02-22 | Buy | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-03-27 | 2017-02-21 | Buy | HAIN The Hain Celestial group, Inc. | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-14 | Buy | STT State Street Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-14 | Sale | OXY Occidental Petroleum Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-08 | Sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-08 | Buy | STT State Street Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-08 | Buy | ETN Eaton Corporation, PLC Ordinary Shares | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-01 | Sale | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-01 | Buy | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-01 | Buy | HELE Helen of Troy Limited | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-01 | Sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-02-01 | Sale | APC Anadarko Petroleum Corporation | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-01-25 | Buy | STT State Street Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-01-25 | Sale | AXP American Express Company Common Stock | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-01-19 | Buy | SPN superior Energy services, Inc. | $1,001 - $15,000 | Source |
| 2017-03-13 | 2017-01-17 | Buy | DOX Amdocs Limited - Ordinary Shares | $1,001 - $15,000 | Source |
| 2017-01-19 | 2017-01-11 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2017-01-19 | 2017-01-06 | Sale | IPGP IPg Photonics Corporation | $1,001 - $15,000 | Source |
| 2017-01-19 | 2017-01-04 | Sale | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2017-01-19 | 2017-01-04 | Sale | FAST Fastenal Company - Common Stock | $1,001 - $15,000 | Source |
| 2017-01-19 | 2017-01-03 | Buy | COG Cabot oil & Gas Corporation | $1,001 - $15,000 | Source |
| 2017-01-19 | 2016-12-23 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-01-19 | 2016-12-21 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-12-14 | Buy | FIS Fidelity National Information Services,... | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-12-14 | Sale | CTSH Cognizant Technology Solutions... | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-12-07 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-12-07 | Buy | DLPH Delphi Automotive PLC | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-28 | Buy | HAIN The Hain Celestial group, Inc. | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-23 | Sale | NOC Northrop Grumman Corporation 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.