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Carolina Wealth Advisors’s Loews L Stock Holding History

Carolina Wealth Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-195
Closed -$17.9K – 268
2025
Q2 		$17.9K Sell
195
-3,808
-95% -$334K 0.01% 125
2025
Q1 		$368K Sell
4,003
-5,914
-60% -$506K 0.2% 49
2024
Q4 		$840K Buy
9,917
+210
+2% +$17.3K 0.45% 29
2024
Q3 		$767K Sell
9,707
-894
-8% -$70.1K 0.39% 31
2024
Q2 		$792K Buy
10,601
+1,233
+13% +$93.4K 0.39% 33
2024
Q1 		$733K Sell
9,368
-79
-0.8% -$5.84K 0.4% 32
2023
Q4 		$657K Sell
9,447
-160
-2% -$10.6K 0.34% 37
2023
Q3 		$608K Buy
+9,607
New +$599K 0.34% 36

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carolina Wealth Advisors's L Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Loews (L) in Q3 2025, closing a stake of 195 shares — an estimated $17.9K sold.

Carolina Wealth Advisors first reported a position in L in Q3 2023 and held it in 8 quarters. The position peaked at $840K in Q4 2024. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 195 Loews shares in Q3 2025, an estimated $17.9K.
  • Carolina Wealth Advisors first reported a position in Loews in Q3 2023 and held it in 8 quarters.
  • Carolina Wealth Advisors's Loews position peaked at $840K in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.