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 |
|---|---|---|---|---|---|
| 2014-06-18 | 2014-06-12 | Sale | ALLE Allegion plc Ordinary Shares | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-12 | Sale | AIG American International Group, Inc. New... | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-12 | Sale | AGU Agrium Inc. | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-12 | Sale | ADM Archer Daniels Midland | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-12 | Sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-12 | Sale | AAGIY AIA Group Limited | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-11 | Buy | TWX Time Warner Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-11 | Sale | LMT Lockheed Martin Corporation Common Stock | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-09 | Buy | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-09 | Sale | HTZ Hertz global Holdings, Inc | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-09 | Buy | GNW Genworth Financial Inc | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-05 | Buy | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-06-05 | Sale | GNC GNC Holdings, Inc. Class A | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-05-27 | Sale | BDN Brandywine Realty Trust | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-05-23 | Buy | CTRX Catamaran Corporation | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-05-21 | Sale | XOM Exxon Mobil Corporation Common Stock | $1,001 - $15,000 | Source |
| 2014-06-18 | 2014-05-20 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-19 | Sale | HD Home Depot, Inc. | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-15 | Buy | CCK Crown Holdings, Inc. | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-14 | Sale | LMT Lockheed Martin Corporation Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-12 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-09 | Sale | GNC GNC Holdings, Inc. Class A | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-08 | Sale | WDAY Workday, Inc. - Class A Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-07 | Sale | XOM Exxon Mobil Corporation Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-07 | Buy | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-06 | Buy | DOX Amdocs Limited - Ordinary Shares | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-05-01 | Buy | WFT Weatherford International plc | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-30 | Buy | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-30 | Buy | HES Hess Corp | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-29 | Buy | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-29 | Sale | LO Lorillard, Inc | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-28 | Sale | WDAY Workday, Inc. - Class A Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-28 | Buy | CCK Crown Holdings, Inc. | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-28 | Sale | BRCM Broadcom Corporation - Class A | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-28 | Sale | ADM Archer Daniels Midland | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-25 | Sale | PRLB Proto Labs, Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-24 | Sale | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-24 | Buy | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-24 | Buy | ALB Albemarle Corporation Common Stock | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-16 | Buy | WFT Weatherford International plc | $1,001 - $15,000 | Source |
| 2014-05-21 | 2014-04-15 | Sale | NMR Nomura Holdings Inc ADR American... | $1,001 - $15,000 | Source |
| 2014-05-15 | 2013-12-19 | Buy | V Visa Inc. | $1,001 - $15,000 | Source |
| 2014-05-15 | 2013-09-27 | Buy | CTSH Cognizant Technology Solutions... | $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.