CAPTRUST Financial Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.17M | Buy |
48,475
+13,655
| +39% | +$1.46M | 0.01% | 752 |
|
|
2025
Q4 | $3.67M | Sell |
34,820
-528
| -1% | -$54.5K | 0.01% | 790 |
|
|
2025
Q3 | $3.55M | Sell |
35,348
-1,136
| -3% | -$107K | 0.01% | 768 |
|
|
2025
Q2 | $3.34M | Buy |
36,484
+6,260
| +21% | +$549K | 0.01% | 750 |
|
|
2025
Q1 | $2.78M | Sell |
30,224
-686
| -2% | -$58.7K | 0.01% | 773 |
|
|
2024
Q4 | $2.62M | Sell |
30,910
-360
| -1% | -$29.7K | 0.01% | 771 |
|
|
2024
Q3 | $2.47M | Sell |
31,270
-890
| -3% | -$69.8K | 0.01% | 780 |
|
|
2024
Q2 | $2.4M | Buy |
32,160
+71
| +0.2% | +$5.38K | 0.01% | 739 |
|
|
2024
Q1 | $2.51M | Sell |
32,089
-11,209
| -26% | -$829K | 0.01% | 711 |
|
|
2023
Q4 | $3.01M | Buy |
43,298
+298
| +0.7% | +$19.8K | 0.01% | 741 |
|
|
2023
Q3 | $2.72M | Sell |
43,000
-478
| -1% | -$29.8K | 0.01% | 741 |
|
|
2023
Q2 | $2.58M | Buy |
43,478
+618
| +1% | +$35.8K | 0.01% | 731 |
|
|
2023
Q1 | $2.49M | Sell |
42,860
-3,715
| -8% | -$220K | 0.01% | 664 |
|
|
2022
Q4 | $2.72M | Buy |
46,575
+5,453
| +13% | +$304K | 0.01% | 616 |
|
|
2022
Q3 | $2.05M | Buy |
41,122
+19,134
| +87% | +$1.07M | 0.01% | 663 |
|
|
2022
Q2 | $1.3M | Buy |
21,988
+458
| +2% | +$28.8K | 0.01% | 728 |
|
|
2022
Q1 | $1.4M | Buy |
21,530
+2,433
| +13% | +$149K | 0.01% | 708 |
|
|
2021
Q4 | $1.1M | Sell |
19,097
-226
| -1% | -$12.8K | 0.01% | 776 |
|
|
2021
Q3 | $1.04M | Buy |
19,323
+646
| +3% | +$35.1K | 0.01% | 730 |
|
|
2021
Q2 | $1.02M | Buy |
18,677
+1,082
| +6% | +$60.6K | 0.01% | 710 |
|
|
2021
Q1 | $902K | Buy |
17,595
+274
| +2% | +$13.3K | 0.01% | 731 |
|
|
2020
Q4 | $780K | Buy |
17,321
+84
| +0.5% | +$3.38K | 0.01% | 684 |
|
|
2020
Q3 | $601K | Sell |
17,237
-1,610
| -9% | -$57.8K | 0.01% | 661 |
|
|
2020
Q2 | $632K | Sell |
18,847
-9,040
| -32% | -$305K | 0.01% | 637 |
|
|
2020
Q1 | $910K | Sell |
27,887
-175
| -0.6% | -$8.25K | 0.02% | 434 |
|
|
2019
Q4 | $1.49M | Buy |
28,062
+26,673
| +1,920% | +$1.35M | 0.02% | 426 |
|
|
2019
Q3 | $72K | Sell |
1,389
-15
| -1% | -$774 | ﹤0.01% | 879 |
|
|
2019
Q2 | $77K | Buy |
1,404
+242
| +21% | +$12.4K | ﹤0.01% | 843 |
|
|
2019
Q1 | $56K | Sell |
1,162
-178
| -13% | -$8.4K | ﹤0.01% | 873 |
|
|
2018
Q4 | $61K | Buy |
1,340
+673
| +101% | +$31.7K | ﹤0.01% | 725 |
|
|
2018
Q3 | $34K | Hold |
667
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $32K | Buy |
+667
| New | +$33.6K | ﹤0.01% | 800 |
|
Other funds holding L
VCM
VPM
