CAPTRUST Financial Advisors’s Loar Holdings LOAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Buy |
12,147
+214
| +2% | +$18.4K | ﹤0.01% | 1329 |
|
2025
Q1 | $843K | Buy |
11,933
+998
| +9% | +$70.5K | ﹤0.01% | 1373 |
|
2024
Q4 | $808K | Buy |
10,935
+464
| +4% | +$34.3K | ﹤0.01% | 1347 |
|
2024
Q3 | $781K | Buy |
10,471
+938
| +10% | +$70K | ﹤0.01% | 1331 |
|
2024
Q2 | $509K | Buy |
+9,533
| New | +$509K | ﹤0.01% | 1488 |
|