Beacon Investment Advisory Services’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
5,307
-291
| -5% | -$26.7K | 0.02% | 171 |
|
|
2025
Q1 | $515K | Hold |
5,598
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $474K | Hold |
5,598
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $443K | Hold |
5,598
| – | – | 0.02% | 184 |
|
|
2024
Q2 | $418K | Hold |
5,598
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $438K | Hold |
5,598
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $390K | Buy |
5,598
+15
| +0.3% | +$1.04K | 0.02% | 198 |
|
|
2023
Q3 | $353K | Buy |
5,583
+29
| +0.5% | +$1.84K | 0.02% | 220 |
|
|
2023
Q2 | $330K | Hold |
5,554
| – | – | 0.02% | 231 |
|
|
2023
Q1 | $322K | Sell |
5,554
-210
| -4% | -$12.2K | 0.02% | 224 |
|
|
2022
Q4 | $336K | Hold |
5,764
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $287K | Sell |
5,764
-7
| -0.1% | -$349 | 0.02% | 235 |
|
|
2022
Q2 | $342K | Sell |
5,771
-15
| -0.3% | -$889 | 0.02% | 226 |
|
|
2022
Q1 | $375K | Hold |
5,786
| – | – | 0.02% | 235 |
|
|
2021
Q4 | $334K | Hold |
5,786
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $312K | Buy |
+5,786
| New | +$312K | 0.01% | 255 |
|