Florida Financial Advisors’s Loews L Stock Holding History

Florida Financial Advisors’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,444	Closed	-$245K	–	286
2025 Q3	$245K	Sell	2,444 -156	-6%	-$14.7K	0.08%	226
2025 Q2	$238K	Buy	2,600 +358	+16%	+$31.4K	0.08%	230
2025 Q1	$206K	Sell	2,242 -3,802	-63%	-$325K	0.08%	243
2024 Q4	$512K	Buy	6,044 +962	+19%	+$79.3K	0.23%	88
2024 Q3	$400K	Buy	5,082 +357	+8%	+$28K	0.21%	93
2024 Q2	$353K	Sell	4,725 -476	-9%	-$36.1K	0.21%	83
2024 Q1	$407K	Buy	5,201 +1,499	+40%	+$111K	0.3%	60
2023 Q4	$256K	Buy	+3,702	New	+$246K	0.24%	89

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return