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 |
|---|---|---|---|---|---|
| 2023-10-10 | 2023-09-01 | Sale | DG Dollar General Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-08-31 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-08-30 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2023-10-10 | 2023-08-30 | Buy | ABBV AbbVie Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-10 | Sale | WTW Weight Watchers International, Inc. | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-10 | Buy | KVUE Kenvue Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-10 | Partial sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-09 | Partial sale | WTW Weight Watchers International, Inc. | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-09 | Buy | iShares Short Treasury Bond ETF | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-09 | Sale | IFF International Flavors & Fragrances | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-07 | Buy | iShares Short Treasury Bond ETF | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-07 | Sale | NSP Insperity, Inc. | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-04 | Buy | iShares Short Treasury Bond ETF | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-04 | Sale | SEDG SolarEdge Technologies, Inc. | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-04 | Partial sale | NSP Insperity, Inc. | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-04 | Partial sale | LBRDK Liberty Broadband Corporation - Class C... | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-04 | Partial sale | FLR Fluor Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-03 | Buy | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-03 | Buy | KVUE Kenvue Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-02 | Partial sale | TXN Texas Instruments Incorporated - Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-02 | Buy | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-02 | Partial sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-08-02 | Buy | KVUE Kenvue Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-07-26 | Buy | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-08-26 | 2023-07-26 | Partial sale | MS Morgan Stanley Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-14 | Buy | WRB W.R. Berkley Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-14 | Buy | LKQ LKQ Corporation | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-13 | Partial sale | MAR Marriott International, Inc. | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-13 | Buy | DUK Duke Energy Corporation | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-12 | Buy | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-07-12 | Partial sale | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-29 | Buy | BIO Bio-Rad Laboratories, Inc. | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Partial sale | WSO Watsco, Inc. | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Partial sale | TMO Thermo Fisher Scientific Inc Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Buy | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Buy | NSC Norfolk Southern Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Partial sale | MRK Merck & Company, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Partial sale | HUBB Hubbell Inc Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Buy | DD DuPont de Nemours, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Partial sale | BWXT BWX Technologies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-28 | Buy | BIO Bio-Rad Laboratories, Inc. | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-21 | Partial sale | ETN Eaton Corporation, PLC Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-07-28 | 2023-06-21 | Buy | COP ConocoPhillips Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-14 | Buy | TGT Target Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-14 | Partial sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-08 | Buy | D Dominion Energy Inc | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-07 | Partial sale | SHW Sherwin-Williams Company | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-07 | Buy | D Dominion Energy Inc | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-06 | Partial sale | DG Dollar General Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-02 | Partial sale | GL Globe Life Inc | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-06-02 | Buy | ES Eversource Energy | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-31 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-31 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-30 | Buy | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-30 | Buy | ARE ALEXANDRIA REAL ESTATE EQUITIES INC | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-26 | Buy | WRB W.R. Berkley Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-24 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-24 | Buy | GD General Dynamics Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-22 | Buy | NSA National Storage Affiliates Trust Common... | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-19 | Buy | NSA National Storage Affiliates Trust Common... | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-16 | Buy | NSA National Storage Affiliates Trust Common... | $1,001 - $15,000 | Source |
| 2023-06-24 | 2023-05-16 | Buy | ARE ALEXANDRIA REAL ESTATE EQUITIES INC | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-05-03 | Sale | UI Ubiquiti Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-05-03 | Buy | PLD Prologis, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-05-03 | Partial sale | CMCSA Comcast Corporation - Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-05-01 | Buy | WRB W.R. Berkley Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-05-01 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-26 | Partial sale | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-26 | Buy | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-25 | Buy | CRL Charles River Laboratories International, Inc. | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-24 | Partial sale | VNT Vontier Corporation | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-24 | Partial sale | HSY The Hershey Company Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-24 | Partial sale | HES Hess Corp | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Partial sale | UI Ubiquiti Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Partial sale | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Buy | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Partial sale | IT Gartner, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Partial sale | EPAM EPAM Systems, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-19 | 2023-04-19 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-04-05 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-29 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-29 | Buy | AXP American Express Company Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-22 | Partial sale | PGR Progressive Corporation | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-22 | Buy | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-22 | Partial sale | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-22 | Buy | COP ConocoPhillips Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-20 | Partial sale | HAL Halliburton Company Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-20 | Sale | BOH bank of Hawaii Corporation | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-16 | Partial sale | ULTA Ulta Beauty, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-16 | Sale | FRC FIRST REPUBLIC BANK | $1,001 - $15,000 | Source |
| 2023-04-28 | 2023-03-16 | Partial sale | FLR Fluor Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-03-02 | Sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-03-02 | Buy | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-03-01 | Partial sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-03-01 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-02-22 | Partial sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-02-22 | Partial sale | NXPI NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | Source |
| 2023-04-03 | 2023-02-22 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-03-13 | 2023-02-23 | Buy | TEL TE Connectivity plc Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-03-13 | 2023-02-20 | Buy | SHW Sherwin-Williams Company | $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.