Cerity Partners’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
38,754
+1,133
| +3% | +$104K | 0.01% | 965 |
|
|
2025
Q1 | $3.46M | Buy |
37,621
+6,728
| +22% | +$618K | 0.01% | 869 |
|
|
2024
Q4 | $2.55M | Buy |
30,893
+1,138
| +4% | +$93.9K | 0.01% | 999 |
|
|
2024
Q3 | $2.35M | Buy |
29,755
+11,637
| +64% | +$920K | 0.01% | 1026 |
|
|
2024
Q2 | $1.35M | Sell |
18,118
-4,979
| -22% | -$372K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $1.81M | Buy |
23,097
+12,773
| +124% | +$1,000K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $718K | Buy |
10,324
+2,410
| +30% | +$168K | ﹤0.01% | 1111 |
|
|
2023
Q3 | $501K | Sell |
7,914
-1,427
| -15% | -$90.3K | ﹤0.01% | 980 |
|
|
2023
Q2 | $555K | Sell |
9,341
-863
| -8% | -$51.3K | ﹤0.01% | 1136 |
|
|
2023
Q1 | $592K | Buy |
10,204
+1,119
| +12% | +$64.9K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $530K | Buy |
+9,085
| New | +$530K | ﹤0.01% | 923 |
|