Creative Planning’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 | $6.03M | Buy |
56,495
+11,597
| +26% | +$1.24M | ﹤0.01% | 1052 |
|
|
2025
Q4 | $4.73M | Buy |
44,898
+8,952
| +25% | +$924K | ﹤0.01% | 1043 |
|
|
2025
Q3 | $3.61M | Buy |
35,946
+8,736
| +32% | +$826K | ﹤0.01% | 1079 |
|
|
2025
Q2 | $2.49M | Buy |
27,210
+879
| +3% | +$77.1K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $2.42M | Buy |
26,331
+3,337
| +15% | +$285K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $1.95M | Buy |
22,994
+892
| +4% | +$73.5K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $1.75M | Buy |
22,102
+677
| +3% | +$53.1K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $1.6M | Buy |
21,425
+829
| +4% | +$62.8K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $1.61M | Buy |
20,596
+421
| +2% | +$31.1K | ﹤0.01% | 1063 |
|
|
2023
Q4 | $1.4M | Buy |
20,175
+2,466
| +14% | +$164K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $1.12M | Buy |
17,709
+305
| +2% | +$19K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $1.03M | Buy |
17,404
+5,125
| +42% | +$297K | ﹤0.01% | 1114 |
|
|
2023
Q1 | $712K | Buy |
12,279
+2,334
| +23% | +$138K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $580K | Buy |
9,945
+1,781
| +22% | +$99.3K | ﹤0.01% | 1348 |
|
|
2022
Q3 | $407K | Buy |
8,164
+1,013
| +14% | +$56.8K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $424K | Buy |
7,151
+1,702
| +31% | +$107K | ﹤0.01% | 1404 |
|
|
2022
Q1 | $353K | Sell |
5,449
-60
| -1% | -$3.68K | ﹤0.01% | 1528 |
|
|
2021
Q4 | $318K | Sell |
5,509
-379
| -6% | -$21.5K | ﹤0.01% | 1577 |
|
|
2021
Q3 | $318K | Buy |
5,888
+1,241
| +27% | +$67.4K | ﹤0.01% | 1553 |
|
|
2021
Q2 | $254K | Sell |
4,647
-2,103
| -31% | -$118K | ﹤0.01% | 1650 |
|
|
2021
Q1 | $346K | Buy |
6,750
+457
| +7% | +$22.3K | ﹤0.01% | 1699 |
|
|
2020
Q4 | $283K | Buy |
+6,293
| New | +$253K | ﹤0.01% | 1666 |
|
|
2020
Q2 | – | Sell |
-6,834
| Closed | -$238K | – | 2079 |
|
|
2020
Q1 | $238K | Buy |
6,834
+382
| +6% | +$18K | ﹤0.01% | 1296 |
|
|
2019
Q4 | $339K | Sell |
6,452
-810
| -11% | -$40.9K | ﹤0.01% | 1333 |
|
|
2019
Q3 | $374K | Buy |
7,262
+43
| +0.6% | +$2.22K | ﹤0.01% | 1234 |
|
|
2019
Q2 | $395K | Sell |
7,219
-350
| -5% | -$18K | ﹤0.01% | 1204 |
|
|
2019
Q1 | $363K | Sell |
7,569
-340
| -4% | -$16.1K | ﹤0.01% | 1221 |
|
|
2018
Q4 | $360K | Buy |
+7,909
| New | +$373K | ﹤0.01% | 1131 |
|
|
2018
Q3 | – | Sell |
-7,071
| Closed | -$341K | – | 2127 |
|
|
2018
Q2 | $341K | Sell |
7,071
-5,842
| -45% | -$294K | ﹤0.01% | 1289 |
|
|
2018
Q1 | $642K | Buy |
12,913
+6,972
| +117% | +$352K | ﹤0.01% | 956 |
|
|
2017
Q4 | $297K | Sell |
5,941
-127
| -2% | -$6.28K | ﹤0.01% | 1370 |
|
|
2017
Q3 | $290K | Buy |
6,068
+427
| +8% | +$20.3K | ﹤0.01% | 1348 |
|
|
2017
Q2 | $264K | Sell |
5,641
-31
| -0.5% | -$1.45K | ﹤0.01% | 1364 |
|
|
2017
Q1 | $265K | Buy |
5,672
+205
| +4% | +$9.58K | ﹤0.01% | 1331 |
|
|
2016
Q4 | $256K | Hold |
5,467
| – | – | ﹤0.01% | 1274 |
|
|
2016
Q3 | $225K | Buy |
5,467
+3,432
| +169% | +$141K | ﹤0.01% | 1335 |
|
|
2016
Q2 | $84K | Hold |
2,035
| – | – | ﹤0.01% | 1785 |
|
|
2016
Q1 | $78K | Sell |
2,035
-1,739
| -46% | -$64K | ﹤0.01% | 1784 |
|
|
2015
Q4 | $145K | Buy |
3,774
+483
| +15% | +$18K | ﹤0.01% | 1411 |
|
|
2015
Q3 | $119K | Buy |
+3,291
| New | +$123K | ﹤0.01% | 1497 |
|
|
2015
Q2 | – | Sell |
-5,002
| Closed | -$204K | – | 2132 |
|
|
2015
Q1 | $204K | Hold |
5,002
| – | – | ﹤0.01% | 1181 |
|
|
2014
Q4 | $210K | Buy |
5,002
+399
| +9% | +$16.7K | ﹤0.01% | 1114 |
|
|
2014
Q3 | $192K | Sell |
4,603
-52
| -1% | -$2.24K | ﹤0.01% | 1079 |
|
|
2014
Q2 | $205K | Buy |
4,655
+740
| +19% | +$32.3K | ﹤0.01% | 1021 |
|
|
2014
Q1 | $172K | Sell |
3,915
-17,177
| -81% | -$769K | ﹤0.01% | 1073 |
|
|
2013
Q4 | $1.02M | Sell |
21,092
-100
| -0.5% | -$4.78K | 0.02% | 300 |
|
|
2013
Q3 | $991K | Sell |
21,192
-1,629
| -7% | -$74.9K | 0.02% | 265 |
|
|
2013
Q2 | $1.01M | Buy |
+22,821
| New | +$1.02M | 0.02% | 232 |
|
Other funds holding L
VCM
VPM
