BFG
Beacon Financial Group’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
18,355
+14
| +0.1% | +$1.28K | 0.18% | 125 |
|
|
2025
Q1 | $1.69M | Sell |
18,341
-1,348
| -7% | -$124K | 0.18% | 121 |
|
|
2024
Q4 | $1.67M | Sell |
19,689
-1,449
| -7% | -$123K | 0.18% | 127 |
|
|
2024
Q3 | $1.67M | Sell |
21,138
-2,407
| -10% | -$190K | 0.18% | 129 |
|
|
2024
Q2 | $1.76M | Sell |
23,545
-1,220
| -5% | -$91.2K | 0.2% | 115 |
|
|
2024
Q1 | $1.94M | Sell |
24,765
-2,331
| -9% | -$182K | 0.22% | 109 |
|
|
2023
Q4 | $1.89M | Sell |
27,096
-1,952
| -7% | -$136K | 0.23% | 106 |
|
|
2023
Q3 | $1.8M | Sell |
29,048
-1,816
| -6% | -$113K | 0.26% | 95 |
|
|
2023
Q2 | $1.82M | Sell |
30,864
-694
| -2% | -$41K | 0.25% | 94 |
|
|
2023
Q1 | $1.78M | Sell |
31,558
-563
| -2% | -$31.8K | 0.25% | 98 |
|
|
2022
Q4 | $1.87M | Buy |
32,121
+1,224
| +4% | +$71.4K | 0.26% | 100 |
|
|
2022
Q3 | $1.57M | Buy |
30,897
+210
| +0.7% | +$10.7K | 0.24% | 94 |
|
|
2022
Q2 | $1.83M | Sell |
30,687
-705
| -2% | -$41.9K | 0.27% | 95 |
|
|
2022
Q1 | $2.07M | Sell |
31,392
-275
| -0.9% | -$18.1K | 0.28% | 90 |
|
|
2021
Q4 | $1.84M | Sell |
31,667
-85
| -0.3% | -$4.94K | 0.24% | 95 |
|
|
2021
Q3 | $1.73M | Buy |
31,752
+10,770
| +51% | +$585K | 0.23% | 93 |
|
|
2021
Q2 | $4.07M | Sell |
20,982
-17,826
| -46% | -$3.46M | 0.58% | 58 |
|
|
2021
Q1 | $1.84M | Hold |
38,808
| – | – | 0.29% | 87 |
|
|
2020
Q4 | $1.84M | Sell |
38,808
-2,277
| -6% | -$108K | 0.29% | 87 |
|
|
2020
Q3 | $1.43M | Sell |
41,085
-1,588
| -4% | -$55.2K | 0.26% | 94 |
|
|
2020
Q2 | $1.44M | Sell |
42,673
-10,683
| -20% | -$360K | 0.28% | 96 |
|
|
2020
Q1 | $1.89M | Sell |
53,356
-4,030
| -7% | -$143K | 0.42% | 69 |
|
|
2019
Q4 | $3.01M | Sell |
57,386
-4,445
| -7% | -$233K | 0.38% | 64 |
|
|
2019
Q3 | $3.19M | Buy |
61,831
+12,908
| +26% | +$665K | 0.54% | 60 |
|
|
2019
Q2 | $2.68M | Sell |
48,923
-4,171
| -8% | -$228K | 0.46% | 67 |
|
|
2019
Q1 | $2.55K | Sell |
53,094
-4,195
| -7% | -$201 | 0.42% | 68 |
|
|
2018
Q4 | $2.57M | Sell |
57,289
-3,818
| -6% | -$171K | 0.48% | 64 |
|
|
2018
Q3 | $3.07M | Buy |
61,107
+31,899
| +109% | +$1.6M | 0.52% | 62 |
|
|
2018
Q2 | $2.79M | Sell |
29,208
-3,583
| -11% | -$342K | 0.47% | 61 |
|
|
2018
Q1 | $1.63M | Sell |
32,791
-138
| -0.4% | -$6.86K | 0.28% | 81 |
|
|
2017
Q4 | $1.65M | Sell |
32,929
-455
| -1% | -$22.8K | 0.29% | 74 |
|
|
2017
Q3 | $1.6M | Buy |
+33,384
| New | +$1.6M | 0.29% | 73 |
|