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.

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

1,543transactions

677purchases

866sales

27 dmedian delay to file

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.

+9.4%copied holdings, per year

+12.4%S&P 500, same days

82%avg share invested

210trades executed

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.

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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
2021-01-21	2021-01-06	Partial sale	HON Honeywell International Inc.	$1,001 - $15,000 g	Source
2021-01-21	2021-01-06	Buy	D Dominion Energy Inc	$1,001 - $15,000 g	Source
2021-01-21	2021-01-05	Buy	EXPE Expedia Group, Inc. - Common Stock	$1,001 - $15,000 g	Source
2021-01-21	2021-01-05	Sale	FLIR FLIR Systems, Inc.	$1,001 - $15,000 c	Source
2020-12-28	2020-12-11	Sale	PPL PPL Corporation	$1,001 - $15,000 g	Source
2020-12-28	2020-12-11	Sale	BLUE bluebird bio, Inc.	$1,001 - $15,000 d	Source
2020-12-28	2020-12-10	Partial sale	BLUE bluebird bio, Inc.	$1,001 - $15,000 c	Source
2020-12-28	2020-12-09	Buy	TMO Thermo Fisher Scientific Inc Common Stock	$1,001 - $15,000 g	Source
2020-12-28	2020-12-09	Partial sale	NXPI NXP Semiconductors N.V. - Common Stock	$1,001 - $15,000 c	Source
2020-12-28	2020-12-03	Buy	HXL Hexcel Corporation	$1,001 - $15,000 e	Source
2020-12-28	2020-12-01	Buy	FLR Fluor Corporation Common Stock	$1,001 - $15,000 c	Source
2020-12-28	2020-11-30	Buy	FLR Fluor Corporation Common Stock	$1,001 - $15,000 g	Source
2020-12-28	2020-11-30	Buy	POR Portland General Electric Co	$1,001 - $15,000 e	Source
2020-12-28	2020-11-20	Sale	CIEN Ciena Corporation	$1,001 - $15,000 c	Source
2020-12-28	2020-11-16	Partial sale	NSP Insperity, Inc.	$1,001 - $15,000 g	Source
2020-12-28	2020-11-16	Partial sale	AVY Avery Dennison Corporation	$1,001 - $15,000 g	Source
2020-12-28	2020-11-16	Buy	BOH bank of Hawaii Corporation	$1,001 - $15,000 c	Source
2020-11-24	2020-11-11	Partial sale	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000 e	Source
2020-11-24	2020-11-04	Buy	TMO Thermo Fisher Scientific Inc Common Stock	$1,001 - $15,000 g	Source
2020-11-24	2020-10-29	Sale	HXL Hexcel Corporation	$1,001 - $15,000 c	Source
2020-11-24	2020-10-28	Partial sale	USB U.S. Bancorp Common Stock	$1,001 - $15,000 f	Source
2020-11-24	2020-10-28	Buy	PXD Pioneer Natural Resources Company	$1,001 - $15,000 c	Source
2020-11-24	2020-10-28	Sale	EOG EOG Resources, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-11-24	2020-10-28	Buy	AXP American Express Company Common Stock	$1,001 - $15,000 c	Source
2020-11-24	2020-10-27	Partial sale	HXL Hexcel Corporation	$1,001 - $15,000 d	Source
2020-11-24	2020-10-21	Buy	NOC Northrop Grumman Corporation Common Stock	$1,001 - $15,000 c	Source
2020-11-24	2020-10-21	Buy	BSX Boston Scientific Corporation Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-10-14	Sale	PFE Pfizer, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-10-07	Partial sale	PFE Pfizer, Inc. Common Stock	$1,001 - $15,000 d	Source
2020-10-22	2020-10-07	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-10-01	Sale	STT State Street Corporation Common Stock	$1,001 - $15,000 f	Source
2020-10-22	2020-10-01	Sale	PBF PbF Energy Inc. Class A	$1,001 - $15,000 c	Source
2020-10-22	2020-10-01	Buy	AXP American Express Company Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-09-30	Partial sale	STT State Street Corporation Common Stock	$1,001 - $15,000 g	Source
2020-10-22	2020-09-30	Partial sale	FANG Diamondback Energy, Inc. - Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-09-30	Buy	AXP American Express Company Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-09-23	Partial sale	PFE Pfizer, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-09-23	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-10-22	2020-09-16	Partial sale	PFE Pfizer, Inc. Common Stock	$1,001 - $15,000 f	Source
2020-10-22	2020-09-16	Buy	BLK BlackRock, Inc. Common Stock	$1,001 - $15,000 e	Source
2020-09-29	2020-09-10	Sale	FHB First Hawaiian, Inc.	$1,001 - $15,000 g	Source
2020-09-29	2020-09-09	Buy	LOW Lowe's Companies, Inc. Common Stock	$1,001 - $15,000 e	Source
2020-09-29	2020-09-09	Partial sale	ITW Illinois Tool Works Inc. Common Stock	$1,001 - $15,000 d	Source
2020-09-29	2020-09-08	Partial sale	FHB First Hawaiian, Inc.	$1,001 - $15,000 g	Source
2020-09-29	2020-09-02	Buy	BURL Burlington Stores, Inc.	$1,001 - $15,000 g	Source
2020-09-29	2020-08-19	Sale	PXD Pioneer Natural Resources Company	$1,001 - $15,000 g	Source
2020-08-24	2020-08-14	Buy	HAE Haemonetics Corporation	$1,001 - $15,000 c	Source
2020-08-24	2020-08-14	Partial sale	DOX Amdocs Limited - Ordinary Shares	$1,001 - $15,000 c	Source
2020-08-24	2020-08-13	Buy	BURL Burlington Stores, Inc.	$1,001 - $15,000 e	Source
2020-08-24	2020-08-13	Partial sale	DOX Amdocs Limited - Ordinary Shares	$1,001 - $15,000 c	Source
2020-08-24	2020-08-12	Buy	CB Chubb Limited Common Stock	$1,001 - $15,000 c	Source
2020-08-24	2020-08-07	Sale	HSIC Henry Schein, Inc. (NASDAQ)	$1,001 - $15,000 f	Source
2020-08-24	2020-07-28	Buy	LOW Lowe's Companies, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-08-24	2020-07-28	Partial sale	FE FirstEnergy Corp. Common Stock	$1,001 - $15,000 c	Source
2020-08-24	2020-07-28	Buy	D Dominion Energy Inc	$1,001 - $15,000 c	Source
2020-08-24	2020-07-24	Partial sale	WSO Watsco, Inc.	$1,001 - $15,000 f	Source
2020-08-24	2020-07-24	Buy	CIEN Ciena Corporation	$1,001 - $15,000 c	Source
2020-08-24	2020-07-23	Sale	SYY Sysco Corporation	$1,001 - $15,000 g	Source
2020-08-24	2020-07-22	Partial sale	FE FirstEnergy Corp. Common Stock	$1,001 - $15,000 g	Source
2020-08-24	2020-07-16	Partial sale	STOR STORE Capital Corporation	$1,001 - $15,000 e	Source
2020-07-24	2020-07-15	Partial sale	FE FirstEnergy Corp. Common Stock	$1,001 - $15,000 g	Source
2020-07-24	2020-07-15	Buy	D Dominion Energy Inc	$1,001 - $15,000 g	Source
2020-07-24	2020-07-15	Buy	BLUE bluebird bio, Inc.	$1,001 - $15,000 g	Source
2020-07-24	2020-07-15	Partial sale	ACN Accenture plc Class A Ordinary Shares	$1,001 - $15,000 g	Source
2020-07-24	2020-07-15	Partial sale	STOR STORE Capital Corporation	$1,001 - $15,000 f	Source
2020-07-24	2020-07-15	Buy	INTC Intel Corporation - Common Stock	$1,001 - $15,000 c	Source
2020-07-24	2020-07-08	Sale	PM Philip Morris International Inc Common Stock	$1,001 - $15,000 g	Source
2020-07-24	2020-07-08	Partial sale	FIS Fidelity National Information Services,...	$1,001 - $15,000 d	Source
2020-07-24	2020-07-08	Buy	LOW Lowe's Companies, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-07-24	2020-06-17	Buy	KMB Kimberly-Clark Corporation Common Stock	$1,001 - $15,000 g	Source
2020-07-24	2020-06-17	Buy	INTC Intel Corporation - Common Stock	$1,001 - $15,000 f	Source
2020-07-24	2020-06-17	Partial sale	FIS Fidelity National Information Services,...	$1,001 - $15,000 e	Source
2020-07-24	2020-06-17	Partial sale	PM Philip Morris International Inc Common Stock	$1,001 - $15,000 d	Source
2020-06-28	2020-06-10	Buy	SEDG SolarEdge Technologies, Inc.	$1,001 - $15,000 g	Source
2020-06-28	2020-06-10	Buy	BR Broadridge Financial Solutions, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-06-28	2020-06-10	Partial sale	TFC Truist Financial Corporation Common Stock	$1,001 - $15,000 f	Source
2020-06-28	2020-06-10	Buy	SO Southern Company	$1,001 - $15,000 c	Source
2020-06-28	2020-06-10	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-06-10	Buy	MMC Marsh & McLennan Companies, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-06-10	Partial sale	DORM Dorman Products, Inc.	$1,001 - $15,000 c	Source
2020-06-28	2020-06-09	Partial sale	EFX Equifax, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-06-28	2020-06-09	Partial sale	CLX Clorox Company	$1,001 - $15,000 g	Source
2020-06-28	2020-06-09	Buy	HXL Hexcel Corporation	$1,001 - $15,000 d	Source
2020-06-28	2020-06-09	Partial sale	EPAM EPAM Systems, Inc. Common Stock	$1,001 - $15,000 d	Source
2020-06-28	2020-06-09	Buy	PBF PbF Energy Inc. Class A	$1,001 - $15,000 c	Source
2020-06-28	2020-05-28	Sale	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 d	Source
2020-06-28	2020-05-28	Buy	POR Portland General Electric Co	$1,001 - $15,000 c	Source
2020-06-28	2020-05-28	Buy	PBF PbF Energy Inc. Class A	$1,001 - $15,000 c	Source
2020-06-28	2020-05-28	Buy	HST Host Hotels & Resorts, Inc. - Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-05-27	Buy	INTC Intel Corporation - Common Stock	$1,001 - $15,000 g	Source
2020-06-28	2020-05-27	Buy	POR Portland General Electric Co	$1,001 - $15,000 e	Source
2020-06-28	2020-05-27	Partial sale	DG Dollar General Corporation Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-05-27	Partial sale	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-05-27	Sale	BAX Baxter International Inc. Common Stock	$1,001 - $15,000 c	Source
2020-06-28	2020-05-26	Partial sale	SEDG SolarEdge Technologies, Inc.	$1,001 - $15,000 g	Source
2020-06-28	2020-05-26	Partial sale	HELE Helen of Troy Limited	$1,001 - $15,000 g	Source
2020-06-28	2020-05-20	Buy	SO Southern Company	$1,001 - $15,000 c	Source
2020-05-28	2020-05-14	Partial sale	DOX Amdocs Limited - Ordinary Shares	$1,001 - $15,000 c	Source
2020-05-28	2020-05-14	Buy	DEO Diageo Plc ADR	$1,001 - $15,000 c	Source
2020-05-28	2020-05-13	Partial sale	FISV Fiserv, Inc. - Common Stock	$1,001 - $15,000 c	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.

Atom feed of Lois Frankel's new filings