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Berger Financial Group’s Loews L Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.23M Buy
67,955
+602
+0.9% +$55.2K 0.4% 55
2025
Q1
$6.19M Buy
67,353
+1,032
+2% +$94.9K 0.43% 53
2024
Q4
$5.62M Buy
66,321
+827
+1% +$70K 0.39% 63
2024
Q3
$5.18M Sell
65,494
-338
-0.5% -$26.7K 0.37% 68
2024
Q2
$4.92M Buy
65,832
+31
+0% +$2.32K 0.39% 65
2024
Q1
$5.15M Buy
+65,801
New +$5.15M 0.42% 66