Charles Schwab’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 | $21.6M | Buy |
250,426
+86,328
| +53% | +$7.44M | ﹤0.01% | 1630 |
|
|
2025
Q1 | $11.6M | Sell |
164,098
-786
| -0.5% | -$55.5K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $12.2M | Buy |
164,884
+57,987
| +54% | +$4.29M | ﹤0.01% | 1930 |
|
|
2024
Q3 | $7.97M | Buy |
106,897
+36,701
| +52% | +$2.74M | ﹤0.01% | 2144 |
|
|
2024
Q2 | $3.75M | Buy |
+70,196
| New | +$3.75M | ﹤0.01% | 2483 |
|