EverSource Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,912
+1,393
| +92% | +$128K | 0.01% | 731 |
|
|
2025
Q1 | $140K | Buy |
1,519
+361
| +31% | +$33.2K | 0.01% | 788 |
|
|
2024
Q4 | $98.1K | Buy |
1,158
+38
| +3% | +$3.22K | 0.01% | 904 |
|
|
2024
Q3 | $88.5K | Buy |
1,120
+8
| +0.7% | +$632 | 0.01% | 839 |
|
|
2024
Q2 | $88.9K | Buy |
1,112
+36
| +3% | +$2.88K | 0.01% | 842 |
|
|
2024
Q1 | $80.8K | Sell |
1,076
-40
| -4% | -$3.01K | 0.01% | 793 |
|
|
2023
Q4 | $77.6K | Buy |
1,116
+68
| +6% | +$4.73K | 0.01% | 732 |
|
|
2023
Q3 | $66.3K | Sell |
1,048
-29
| -3% | -$1.84K | 0.01% | 713 |
|
|
2023
Q2 | $64K | Buy |
1,077
+4
| +0.4% | +$238 | 0.01% | 739 |
|
|
2023
Q1 | $62.3K | Hold |
1,073
| – | – | 0.01% | 708 |
|
|
2022
Q4 | $62.6K | Buy |
1,073
+228
| +27% | +$13.3K | 0.01% | 665 |
|
|
2022
Q3 | $42K | Buy |
845
+418
| +98% | +$20.8K | 0.01% | 676 |
|
|
2022
Q2 | $26K | Buy |
427
+35
| +9% | +$2.13K | 0.01% | 764 |
|
|
2022
Q1 | $25K | Buy |
392
+90
| +30% | +$5.74K | 0.01% | 624 |
|
|
2021
Q4 | $18K | Buy |
+302
| New | +$18K | 0.01% | 731 |
|