Beacon Financial Group’s Loews L Stock Holding History

Beacon Financial Group’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.84M	Sell
2025 Q2	$1.68M	Buy
2025 Q1	$1.69M	Sell
2024 Q4	$1.67M	Sell
2024 Q3	$1.67M	Sell
2024 Q2	$1.76M	Sell
2024 Q1	$1.94M	Sell
2023 Q4	$1.89M	Sell
2023 Q3	$1.8M	Sell
2023 Q2	$1.82M	Sell
2023 Q1	$1.78M	Sell
2022 Q4	$1.87M	Buy
2022 Q3	$1.57M	Buy
2022 Q2	$1.82M	Sell
2022 Q1	$2.06M	Sell
2021 Q4	$1.84M	Sell
2021 Q3	$1.73M	Buy
2021 Q2	$4.07M	Sell
2021 Q1	$1.84M	Hold
2020 Q4	$1.84M	Sell
2020 Q3	$1.43M	Sell
2020 Q2	$1.44M	Sell
2020 Q1	$1.89M	Sell
2019 Q4	$3.01M	Sell
2019 Q3	$3.19M	Buy
2019 Q2	$2.67M	Sell
2019 Q1	$2.54K	Sell
2018 Q4	$2.57M	Sell
2018 Q3	$3.07M	Buy
2018 Q2	$2.79M	Sell
2018 Q1	$1.63M	Sell
2017 Q4	$1.65M	Sell
2017 Q3	$1.6M	Buy