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 |
|---|---|---|---|---|---|
| 2016-12-22 | 2016-11-23 | Buy | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-22 | Buy | EPAM EPAM Systems, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-21 | Buy | EPAM EPAM Systems, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-17 | Buy | MKL Markel Group Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-17 | Buy | CXW CoreCivic, Inc. | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-17 | Buy | CASY Caseys General Stores, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Sale | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Sale | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Buy | NSRGY NESTLE S.A S/ADR | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Buy | CVS CVS Health Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-12-22 | 2016-11-16 | Buy | CASY Caseys General Stores, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-11-18 | 2016-11-14 | Buy | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-11-18 | 2016-11-09 | Buy | BEN Franklin Resources, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-11-18 | 2016-11-02 | Buy | COTY Coty Inc. Class a | $1,001 - $15,000 | Source |
| 2016-11-18 | 2016-10-19 | Sale | ENH Endurance specialty Holdings Ltd | $1,001 - $15,000 | Source |
| 2016-11-18 | 2016-10-19 | Buy | COTY Coty Inc. Class a | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-12 | Sale | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-12 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-12 | Buy | COTY Coty Inc. Class a | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-12 | Buy | BEN Franklin Resources, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-06 | Buy | GMED Globus Medical, Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-10-04 | Buy | GLD SPDR gold Trust | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-29 | Buy | PPL PPL Corporation | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-28 | Sale | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-28 | Sale | NOC Northrop Grumman Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-28 | Buy | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-21 | Buy | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-21 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2016-10-21 | 2016-09-16 | Buy | PCY PowerShares Emerging Markets Sovereign... | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-09-07 | Buy | XEL Xcel Energy Inc. | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-09-07 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-31 | Buy | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-31 | Buy | MCK McKesson Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-31 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-23 | Buy | FISV Fiserv, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-23 | Sale | DHR Danaher Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-23 | Buy | CTSH Cognizant Technology Solutions... | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-17 | Sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-17 | Buy | MCK McKesson Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-17 | Sale | KSS Kohl's Corporation | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-17 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-28 | 2016-08-17 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-11 | Sale | AA Alcoa Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-10 | Buy | OA orbital ATK, Inc. | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-10 | Sale | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-10 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-09 | Sale | RGT Royce Global Value Trust, Inc. | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-08 | Sale | RVT Royce Value Trust, Inc. | $15,001 - $50,000 | Source |
| 2016-09-06 | 2016-08-08 | Sale | RGT Royce Global Value Trust, Inc. | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-05 | Sale | RVT Royce Value Trust, Inc. | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-03 | Buy | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-08-03 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-07-29 | Sale | CCJ Cameco Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-07-27 | Sale | PRU Prudential Financial, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-07-27 | Buy | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2016-09-06 | 2016-07-20 | Buy | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-07-13 | Sale | FTV Fortive Corporation | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-07-06 | Sale | UTX United Technologies Corporation | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-07-06 | Buy | MCK McKesson Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-07-06 | Buy | BEN Franklin Resources, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-29 | Buy | PBF PbF Energy Inc. Class A | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-24 | Buy | HBAN Huntington Bancshares Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-22 | Sale | MON Monsanto Company | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-22 | Buy | DD DuPont de Nemours, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-20 | Sale | DGX Quest Diagnostics Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-17 | Sale | PAY Verifone systems, Inc. | $1,001 - $15,000 | Source |
| 2016-08-16 | 2016-06-17 | Buy | OA orbital ATK, Inc. | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-08 | Sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-08 | Buy | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-08 | Sale | IBM International Business Machines... | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-08 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-01 | Buy | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-01 | Sale | BEN Franklin Resources, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-06-01 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-05-25 | Sale | WOR Worthington Industries, Inc. | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-05-25 | Buy | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-05-25 | Sale | MON Monsanto Company | $1,001 - $15,000 | Source |
| 2016-06-28 | 2016-05-16 | Buy | APC Anadarko Petroleum Corporation | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-13 | Buy | WWD Woodward, Inc. | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-11 | Buy | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-11 | Buy | FISV Fiserv, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-11 | Sale | FIS Fidelity National Information Services,... | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-11 | Sale | BEN Franklin Resources, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-05 | Sale | STJ st. Jude Medical, Inc. | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-05 | Buy | CXW CoreCivic, Inc. | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-04 | Buy | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-04 | Buy | SJM The J. M. Smucker Company | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-04 | Sale | HCP HCP, Inc. | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-05-04 | Sale | DHR Danaher Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-04-27 | Sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-04-27 | Buy | USB U.S. Bancorp Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-04-20 | Sale | CMI Cummins Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-05-23 | 2016-04-20 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-13 | Sale | FIS Fidelity National Information Services,... | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-13 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-13 | Buy | APC Anadarko Petroleum Corporation | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-06 | Sale | TRV The Travelers Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-06 | Buy | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2016-04-27 | 2016-04-06 | Sale | GIS General Mills, 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.