Beacon Pointe Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
13,693
+8,121
| +146% | +$744K | 0.01% | 595 |
|
|
2025
Q1 | $512K | Sell |
5,572
-2,391
| -30% | -$220K | 0.01% | 829 |
|
|
2024
Q4 | $674K | Buy |
7,963
+2,232
| +39% | +$189K | 0.01% | 728 |
|
|
2024
Q3 | $453K | Sell |
5,731
-17,740
| -76% | -$1.4M | 0.01% | 873 |
|
|
2024
Q2 | $1.75M | Sell |
23,471
-1,842
| -7% | -$138K | 0.02% | 501 |
|
|
2024
Q1 | $1.98M | Sell |
25,313
-1,832
| -7% | -$143K | 0.02% | 494 |
|
|
2023
Q4 | $1.89M | Sell |
27,145
-337
| -1% | -$23.5K | 0.02% | 495 |
|
|
2023
Q3 | $1.74M | Buy |
27,482
+2,018
| +8% | +$128K | 0.02% | 486 |
|
|
2023
Q2 | $1.51M | Sell |
25,464
-444
| -2% | -$26.4K | 0.02% | 425 |
|
|
2023
Q1 | $1.5M | Sell |
25,908
-3,377
| -12% | -$196K | 0.03% | 455 |
|
|
2022
Q4 | $1.71M | Buy |
+29,285
| New | +$1.71M | 0.03% | 390 |
|
|
2022
Q3 | – | Sell |
-4,844
| Closed | -$288K | – | 1036 |
|
|
2022
Q2 | $288K | Sell |
4,844
-50,090
| -91% | -$2.98M | 0.01% | 838 |
|
|
2022
Q1 | $3.56M | Buy |
54,934
+41,499
| +309% | +$2.69M | 0.05% | 318 |
|
|
2021
Q4 | $776K | Buy |
13,435
+8,025
| +148% | +$464K | 0.02% | 439 |
|
|
2021
Q3 | $292K | Sell |
5,410
-10,440
| -66% | -$563K | 0.01% | 718 |
|
|
2021
Q2 | $866K | Buy |
+15,850
| New | +$866K | 0.03% | 364 |
|