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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $374K | Buy |
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|
2019
Q2 | $395K | Sell |
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|
2019
Q1 | $363K | Sell |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $341K | Sell |
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|
2018
Q1 | $642K | Buy |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $256K | Hold |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $78K | Sell |
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|
2015
Q4 | $145K | Buy |
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|
2015
Q3 | $119K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Hold |
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|
2014
Q4 | $210K | Buy |
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|
2014
Q3 | $192K | Sell |
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|
2014
Q2 | $205K | Buy |
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|
2014
Q1 | $172K | Sell |
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|
2013
Q4 | $1.02M | Sell |
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|
2013
Q3 | $991K | Sell |
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|
2013
Q2 | $1.01M | Buy |
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