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
2020-05-28	2020-05-06	Partial sale	PM Philip Morris International Inc Common Stock	$1,001 - $15,000 c	Source
2020-05-28	2020-04-30	Buy	ETR Entergy Corporation	$1,001 - $15,000 c	Source
2020-05-28	2020-04-27	Partial sale	ZBH ZIMMER BIOMET HOLDINGS INC	$1,001 - $15,000 g	Source
2020-05-28	2020-04-27	Buy	FLIR FLIR Systems, Inc.	$1,001 - $15,000 f	Source
2020-05-28	2020-04-27	Partial sale	BR Broadridge Financial Solutions, Inc. Common Stock	$1,001 - $15,000 f	Source
2020-05-28	2020-04-27	Partial sale	OLLI Ollie's Bargain Outlet Holdings, Inc. -...	$1,001 - $15,000 e	Source
2020-05-28	2020-04-27	Partial sale	FRC FIRST REPUBLIC BANK	$1,001 - $15,000 c	Source
2020-05-28	2020-04-27	Buy	BLUE bluebird bio, Inc.	$1,001 - $15,000 c	Source
2020-05-28	2020-04-22	Buy	MMC Marsh & McLennan Companies, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-04-27	2020-04-15	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000 e	Source
2020-04-27	2020-04-08	Partial sale	MCK McKesson Corporation Common Stock	$1,001 - $15,000 g	Source
2020-04-27	2020-04-08	Buy	MMC Marsh & McLennan Companies, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-04-27	2020-04-08	Partial sale	CDK CDK Global, Inc. (NASDAQ)	$1,001 - $15,000 c	Source
2020-04-27	2020-04-01	Buy	MMC Marsh & McLennan Companies, Inc. Common Stock	$1,001 - $15,000 f	Source
2020-04-27	2020-03-30	Buy	HPP Hudson Pacific Properties, Inc.	$1,001 - $15,000 e	Source
2020-04-27	2020-03-27	Partial sale	PXD Pioneer Natural Resources Company	$1,001 - $15,000 c	Source
2020-04-27	2020-03-27	Partial sale	BAH Booz Allen Hamilton Holding Corporation...	$1,001 - $15,000 c	Source
2020-04-27	2020-03-26	Buy	BSX Boston Scientific Corporation Common Stock	$1,001 - $15,000 c	Source
2020-04-27	2020-03-23	Buy	EXPD Expeditors International of Washington,...	$1,001 - $15,000 c	Source
2020-04-27	2020-03-18	Buy	BSX Boston Scientific Corporation Common Stock	$1,001 - $15,000 g	Source
2020-04-27	2020-03-18	Partial sale	PM Philip Morris International Inc Common Stock	$1,001 - $15,000 c	Source
2020-03-23	2020-03-11	Buy	COP ConocoPhillips Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-03-11	Sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 e	Source
2020-03-23	2020-03-11	Sale	UBSI United Bankshares, Inc.	$1,001 - $15,000 c	Source
2020-03-23	2020-03-11	Partial sale	MHK Mohawk Industries, Inc.	$1,001 - $15,000 c	Source
2020-03-23	2020-03-06	Buy	DCI Donaldson Company, Inc.	$1,001 - $15,000 g	Source
2020-03-23	2020-03-06	Buy	FANG Diamondback Energy, Inc. - Common Stock	$1,001 - $15,000 f	Source
2020-03-23	2020-03-05	Partial sale	WWD Woodward, Inc.	$1,001 - $15,000 g	Source
2020-03-23	2020-03-05	Partial sale	IR Ingersoll Rand Inc. Common Stock	$1,001 - $15,000 c	Source
2020-03-23	2020-03-04	Buy	COP ConocoPhillips Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-03-04	Buy	WSO Watsco, Inc.	$1,001 - $15,000 c	Source
2020-03-23	2020-03-04	Partial sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2020-03-23	2020-03-03	Buy	WSO Watsco, Inc.	$1,001 - $15,000 f	Source
2020-03-23	2020-02-28	Buy	OLLI Ollie's Bargain Outlet Holdings, Inc. -...	$1,001 - $15,000 c	Source
2020-03-23	2020-02-28	Buy	IT Gartner, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-03-23	2020-02-21	Sale	CNK Cinemark Holdings Inc Cinemark Holdings, Inc.	$1,001 - $15,000 g	Source
2020-03-23	2020-02-20	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-02-20	Partial sale	IR Ingersoll Rand Inc. Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-02-19	Buy	MRK Merck & Company, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-02-19	Partial sale	IR Ingersoll Rand Inc. Common Stock	$1,001 - $15,000 g	Source
2020-03-23	2020-02-19	Buy	HON Honeywell International Inc.	$1,001 - $15,000 f	Source
2020-03-23	2020-02-19	Partial sale	DHR Danaher Corporation Common Stock	$1,001 - $15,000 e	Source
2020-02-24	2020-02-12	Partial sale	PFE Pfizer, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-02-24	2020-02-12	Buy	NXPI NXP Semiconductors N.V. - Common Stock	$1,001 - $15,000 c	Source
2020-02-24	2020-02-10	Buy	PPL PPL Corporation	$1,001 - $15,000 g	Source
2020-02-24	2020-02-05	Partial sale	HBAN Huntington Bancshares Incorporated - Common Stock	$1,001 - $15,000 g	Source
2020-02-24	2020-01-29	Buy	NXPI NXP Semiconductors N.V. - Common Stock	$1,001 - $15,000 d	Source
2020-02-24	2020-01-29	Partial sale	PM Philip Morris International Inc Common Stock	$1,001 - $15,000 c	Source
2020-02-24	2020-01-29	Partial sale	BAX Baxter International Inc. Common Stock	$1,001 - $15,000 c	Source
2020-02-24	2020-01-27	Buy	SEDG SolarEdge Technologies, Inc.	$1,001 - $15,000 f	Source
2020-02-24	2020-01-22	Partial sale	TXN Texas Instruments Incorporated - Common Stock	$1,001 - $15,000 e	Source
2020-02-24	2020-01-22	Buy	NXPI NXP Semiconductors N.V. - Common Stock	$1,001 - $15,000 c	Source
2020-02-24	2020-01-17	Buy	NSP Insperity, Inc.	$1,001 - $15,000 g	Source
2020-01-23	2020-01-16	Partial sale	WWD Woodward, Inc.	$1,001 - $15,000 e	Source
2020-01-23	2020-01-16	Buy	SSNC SS&C Technologies Holdings, Inc. - Common Stock	$1,001 - $15,000 c	Source
2020-01-23	2020-01-15	Partial sale	DHR Danaher Corporation Common Stock	$1,001 - $15,000 f	Source
2020-01-23	2020-01-09	Buy	CB Chubb Limited Common Stock	$1,001 - $15,000 c	Source
2020-01-23	2020-01-08	Buy	CB Chubb Limited Common Stock	$1,001 - $15,000 c	Source
2020-01-23	2019-12-19	Buy	SU Suncor Energy Inc.	$1,001 - $15,000 c	Source
2020-01-23	2019-12-18	Partial sale	TMO Thermo Fisher Scientific Inc Common Stock	$1,001 - $15,000 g	Source
2020-01-23	2019-12-18	Buy	NSP Insperity, Inc.	$1,001 - $15,000 g	Source
2020-01-23	2019-12-18	Buy	SU Suncor Energy Inc.	$1,001 - $15,000 c	Source
2020-01-23	2019-12-17	Buy	NSP Insperity, Inc.	$1,001 - $15,000 g	Source
2020-01-23	2019-12-16	Partial sale	STOR STORE Capital Corporation	$1,001 - $15,000 c	Source
2019-12-20	2019-12-12	Partial sale	UI Ubiquiti Inc. Common Stock	$1,001 - $15,000 c	Source
2019-12-20	2019-12-06	Buy	NI NiSource Inc	$1,001 - $15,000 c	Source
2019-12-20	2019-12-05	Partial sale	RHHBY Roche Holding AG	$1,001 - $15,000 d	Source
2019-12-20	2019-12-05	Buy	JNJ Johnson & Johnson Common Stock	$1,001 - $15,000 c	Source
2019-12-20	2019-12-04	Sale	CBT Cabot Corporation (NYSE)	$1,001 - $15,000 g	Source
2019-12-20	2019-12-03	Partial sale	CBT Cabot Corporation (NYSE)	$1,001 - $15,000 c	Source
2019-12-20	2019-11-21	Buy	DUK Duke Energy Corporation	$1,001 - $15,000 g	Source
2019-12-20	2019-11-21	Partial sale	STT State Street Corporation Common Stock	$1,001 - $15,000 f	Source
2019-11-22	2019-11-13	Buy	SO Southern Company	$1,001 - $15,000 c	Source
2019-11-22	2019-11-13	Partial sale	JCI Johnson Controls International plc Ordinary Share	$1,001 - $15,000 c	Source
2019-11-22	2019-11-07	Buy	SU Suncor Energy Inc.	$1,001 - $15,000 g	Source
2019-11-22	2019-11-07	Sale	SLB Schlumberger N.V. Common Stock	$1,001 - $15,000 c	Source
2019-11-22	2019-11-06	Buy	SU Suncor Energy Inc.	$1,001 - $15,000 g	Source
2019-11-22	2019-10-30	Buy	SU Suncor Energy Inc.	$1,001 - $15,000 c	Source
2019-11-22	2019-10-30	Partial sale	SLB Schlumberger N.V. Common Stock	$1,001 - $15,000 c	Source
2019-11-22	2019-10-29	Partial sale	UBSI United Bankshares, Inc.	$1,001 - $15,000 c	Source
2019-11-22	2019-10-28	Buy	FANG Diamondback Energy, Inc. - Common Stock	$1,001 - $15,000 c	Source
2019-11-22	2019-10-23	Partial sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 f	Source
2019-11-22	2019-10-23	Buy	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 c	Source
2019-11-22	2019-10-16	Buy	DD DuPont de Nemours, Inc. Common Stock	$1,001 - $15,000 e	Source
2019-11-22	2019-10-16	Partial sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2019-10-24	2019-10-02	Sale	XEL Xcel Energy Inc.	$1,001 - $15,000 f	Source
2019-10-24	2019-10-02	Buy	CI The Cigna Group Common Stock	$1,001 - $15,000 c	Source
2019-10-24	2019-09-25	Sale	BEN Franklin Resources, Inc. Common Stock	$1,001 - $15,000 g	Source
2019-10-24	2019-09-25	Partial sale	XEL Xcel Energy Inc.	$1,001 - $15,000 f	Source
2019-10-24	2019-09-25	Buy	PBF PbF Energy Inc. Class A	$1,001 - $15,000 c	Source
2019-10-24	2019-09-25	Buy	MCK McKesson Corporation Common Stock	$1,001 - $15,000 c	Source
2019-10-24	2019-09-24	Partial sale	BEN Franklin Resources, Inc. Common Stock	$1,001 - $15,000 d	Source
2019-10-24	2019-09-24	Buy	PBF PbF Energy Inc. Class A	$1,001 - $15,000 c	Source
2019-10-24	2019-09-24	Sale	MCK McKesson Corporation Common Stock	$1,001 - $15,000 c	Source
2019-10-24	2019-09-23	Buy	IT Gartner, Inc. Common Stock	$1,001 - $15,000 c	Source
2019-09-30	2019-09-12	Buy	FRC FIRST REPUBLIC BANK	$1,001 - $15,000 c	Source
2019-09-30	2019-09-11	Partial sale	KMB Kimberly-Clark Corporation Common Stock	$1,001 - $15,000 g	Source
2019-09-30	2019-09-11	Partial sale	ACN Accenture plc Class A Ordinary Shares	$1,001 - $15,000 g	Source
2019-09-30	2019-09-11	Buy	NOC Northrop Grumman Corporation Common Stock	$1,001 - $15,000 d	Source
2019-09-30	2019-09-11	Buy	FRC FIRST REPUBLIC BANK	$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.

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