Envestnet Asset Management’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 | $1.81M | Buy |
21,063
+6,065
| +40% | +$523K | ﹤0.01% | 2893 |
|
|
2025
Q1 | $1.06M | Sell |
14,998
-2,561
| -15% | -$181K | ﹤0.01% | 3157 |
|
|
2024
Q4 | $1.3M | Buy |
17,559
+2,484
| +16% | +$184K | ﹤0.01% | 2983 |
|
|
2024
Q3 | $1.12M | Sell |
15,075
-192
| -1% | -$14.3K | ﹤0.01% | 3056 |
|
|
2024
Q2 | $815K | Buy |
+15,267
| New | +$815K | ﹤0.01% | 3156 |
|