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 |
|---|---|---|---|---|---|
| 2019-09-30 | 2019-09-11 | Buy | DORM Dorman Products, Inc. | $1,001 - $15,000 c | Source |
| 2019-09-30 | 2019-08-30 | Buy | CASY Caseys General Stores, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-30 | 2019-08-29 | Buy | WAT Waters Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-30 | 2019-08-23 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 f | Source |
| 2019-09-30 | 2019-08-23 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-30 | 2019-08-21 | Partial sale | STOR STORE Capital Corporation | $1,001 - $15,000 g | Source |
| 2019-09-30 | 2019-08-21 | Partial sale | EPAM EPAM Systems, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-09-30 | 2019-08-21 | Buy | SSNC SS&C Technologies Holdings, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2019-09-30 | 2019-08-21 | Partial sale | CASY Caseys General Stores, Inc. - Common Stock | $1,001 - $15,000 d | Source |
| 2019-09-03 | 2019-08-14 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-08-14 | Partial sale | CB Chubb Limited Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-08-09 | Sale | WMGI Wright Medical Group N.V. - ordinary Shares | $1,001 - $15,000 f | Source |
| 2019-09-03 | 2019-08-07 | Buy | SWK Stanley Black & Decker Inc | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-08-07 | Partial sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-08-01 | Buy | MKL Markel Group Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-31 | Partial sale | XEL Xcel Energy Inc. | $1,001 - $15,000 f | Source |
| 2019-09-03 | 2019-07-31 | Partial sale | BAH Booz Allen Hamilton Holding Corporation... | $1,001 - $15,000 f | Source |
| 2019-09-03 | 2019-07-31 | Buy | WMGI Wright Medical Group N.V. - ordinary Shares | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-31 | Buy | SO Southern Company | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Buy | WMGI Wright Medical Group N.V. - ordinary Shares | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Partial sale | SUI Sun Communities, Inc. | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Sale | PDCE PDC Energy, Inc. | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Partial sale | HAS Hasbro Inc. | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Partial sale | FAF First American Corporation | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-30 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2019-09-03 | 2019-07-24 | Partial sale | PDCE PDC Energy, Inc. | $1,001 - $15,000 g | Source |
| 2019-09-03 | 2019-07-19 | Buy | SO Southern Company | $1,001 - $15,000 g | Source |
| 2019-09-03 | 2019-07-19 | Partial sale | XEL Xcel Energy Inc. | $1,001 - $15,000 f | Source |
| 2019-07-19 | 2019-07-12 | Partial sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 c | Source |
| 2019-07-19 | 2019-07-11 | Sale | KAR KAR Auction Services, Inc. | $1,001 - $15,000 c | Source |
| 2019-07-19 | 2019-06-27 | Buy | WAT Waters Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-07-19 | 2019-06-26 | Buy | WAT Waters Corporation Common Stock | $1,001 - $15,000 d | Source |
| 2019-07-19 | 2019-06-26 | Buy | SO Southern Company | $1,001 - $15,000 d | Source |
| 2019-07-19 | 2019-06-26 | Sale | STI SunTrust Banks, Inc. | $1,001 - $15,000 c | Source |
| 2019-07-19 | 2019-06-26 | Sale | DXC DXC Technology Company | $1,001 - $15,000 c | Source |
| 2019-07-19 | 2019-06-19 | Partial sale | DXC DXC Technology Company | $1,001 - $15,000 e | Source |
| 2019-07-19 | 2019-06-19 | Buy | SO Southern Company | $1,001 - $15,000 c | Source |
| 2019-06-20 | 2019-06-12 | Buy | AOS A.O. Smith Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2019-06-20 | 2019-06-05 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 f | Source |
| 2019-06-20 | 2019-06-05 | Sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2019-06-20 | 2019-05-29 | Partial sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-06-20 | 2019-05-29 | Buy | PEP Pepsico, Inc. | $1,001 - $15,000 c | Source |
| 2019-06-20 | 2019-05-24 | Buy | MHK Mohawk Industries, Inc. | $1,001 - $15,000 g | Source |
| 2019-06-20 | 2019-05-22 | Buy | BBT BB&T Corporation | $1,001 - $15,000 g | Source |
| 2019-06-20 | 2019-05-22 | Partial sale | GS Goldman Sachs Group, Inc. | $1,001 - $15,000 f | Source |
| 2019-05-21 | 2019-05-15 | Partial sale | HBAN Huntington Bancshares Incorporated - Common Stock | $1,001 - $15,000 f | Source |
| 2019-05-21 | 2019-05-15 | Buy | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2019-05-21 | 2019-05-13 | Sale | CNDT Conduent Incorporated | $1,001 - $15,000 c | Source |
| 2019-05-21 | 2019-05-10 | Partial sale | CNDT Conduent Incorporated | $1,001 - $15,000 c | Source |
| 2019-05-21 | 2019-05-09 | Partial sale | WU Western Union Company (The) Common Stock | $1,001 - $15,000 f | Source |
| 2019-05-21 | 2019-05-09 | Buy | XRAY DENTSPLY International Inc. (NASDAQ) | $1,001 - $15,000 e | Source |
| 2019-05-21 | 2019-05-09 | Buy | HSIC Henry Schein, Inc. (NASDAQ) | $1,001 - $15,000 e | Source |
| 2019-05-21 | 2019-05-08 | Buy | SWK Stanley Black & Decker Inc | $1,001 - $15,000 e | Source |
| 2019-05-21 | 2019-05-08 | Partial sale | JCI Johnson Controls International plc Ordinary Share | $1,001 - $15,000 c | Source |
| 2019-05-21 | 2019-05-01 | Partial sale | STT State Street Corporation Common Stock | $1,001 - $15,000 f | Source |
| 2019-05-21 | 2019-05-01 | Buy | SWK Stanley Black & Decker Inc | $1,001 - $15,000 c | Source |
| 2019-05-21 | 2019-04-24 | Partial sale | UBNT ubiquiti Networks, Inc. | $1,001 - $15,000 d | Source |
| 2019-05-21 | 2019-04-16 | Buy | KAR KAR Auction Services, Inc. | $1,001 - $15,000 f | Source |
| 2019-04-25 | 2019-04-10 | Buy | C Citigroup, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2019-04-25 | 2019-04-10 | Sale | MCO Moody's Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-04-25 | 2019-04-05 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-04-25 | 2019-04-01 | Partial sale | GIS General Mills, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-04-25 | 2019-03-28 | Partial sale | PM Philip Morris International Inc Common Stock | $1,001 - $15,000 g | Source |
| 2019-04-25 | 2019-03-28 | Buy | FE FirstEnergy Corp. Common Stock | $1,001 - $15,000 c | Source |
| 2019-04-25 | 2019-03-28 | Buy | BBT BB&T Corporation | $1,001 - $15,000 c | Source |
| 2019-04-25 | 2019-03-22 | Partial sale | STI SunTrust Banks, Inc. | $1,001 - $15,000 f | Source |
| 2019-04-25 | 2019-03-20 | Buy | BBT BB&T Corporation | $1,001 - $15,000 f | Source |
| 2019-04-25 | 2019-03-20 | Buy | NSRGY NESTLE S.A S/ADR | $1,001 - $15,000 c | Source |
| 2019-04-25 | 2019-03-20 | Sale | MO Altria Group, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-15 | Buy | PDCE PDC Energy, Inc. | $1,001 - $15,000 f | Source |
| 2019-03-27 | 2019-03-14 | Buy | PDCE PDC Energy, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-14 | Buy | DORM Dorman Products, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-13 | Buy | AON Aon plc Class A Ordinary Shares (Ireland) | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-12 | Partial sale | PNC PNC Financial Services Group, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-11 | Sale | NFG National Fuel Gas Company | $1,001 - $15,000 g | Source |
| 2019-03-27 | 2019-03-11 | Sale | SBRA Sabra Health Care REIT, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-08 | Partial sale | NFG National Fuel Gas Company | $1,001 - $15,000 g | Source |
| 2019-03-27 | 2019-03-08 | Partial sale | SBRA Sabra Health Care REIT, Inc. | $1,001 - $15,000 d | Source |
| 2019-03-27 | 2019-03-06 | Buy | FE FirstEnergy Corp. Common Stock | $1,001 - $15,000 e | Source |
| 2019-03-27 | 2019-03-06 | Partial sale | DHR Danaher Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-03-01 | Partial sale | UBNT ubiquiti Networks, Inc. | $1,001 - $15,000 f | Source |
| 2019-03-27 | 2019-02-28 | Partial sale | BAX Baxter International Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-03-27 | 2019-02-28 | Partial sale | WU Western Union Company (The) Common Stock | $1,001 - $15,000 c | Source |
| 2019-03-27 | 2019-02-27 | Buy | RHHBY Roche Holding AG | $1,001 - $15,000 g | Source |
| 2019-03-27 | 2019-02-27 | Sale | DOX Amdocs Limited - Ordinary Shares | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-14 | Partial sale | NUVA NuVasive, Inc. | $1,001 - $15,000 d | Source |
| 2019-02-25 | 2019-02-14 | Partial sale | EPAM EPAM Systems, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-13 | Sale | MET MetLife, Inc. | $1,001 - $15,000 g | Source |
| 2019-02-25 | 2019-02-13 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 f | Source |
| 2019-02-25 | 2019-02-13 | Buy | FE FirstEnergy Corp. Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-13 | Partial sale | DUK Duke Energy Corporation | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-08 | Buy | ITW Illinois Tool Works Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2019-02-25 | 2019-02-08 | Partial sale | PM Philip Morris International Inc Common Stock | $1,001 - $15,000 e | Source |
| 2019-02-25 | 2019-02-08 | Buy | CDK CDK Global, Inc. (NASDAQ) | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-07 | Buy | FHB First Hawaiian, Inc. | $1,001 - $15,000 g | Source |
| 2019-02-25 | 2019-02-07 | Sale | WELL Welltower Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-06 | Partial sale | WELL Welltower Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-02-05 | Buy | AOS A.O. Smith Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-25 | 2019-01-23 | Partial sale | MET MetLife, Inc. | $1,001 - $15,000 g | 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.