Allworth Financial’s Loar Holdings LOAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.16K	Buy	25 +1	+4%	+$86	﹤0.01%	3667
2025 Q1	$2.21K	Buy	24 +15	+167%	+$1.38K	﹤0.01%	3169
2024 Q4	$738	Buy	9 +4	+80%	+$328	﹤0.01%	3490
2024 Q3	$373	Buy	+5	New	+$373	﹤0.01%	3481