Forum Financial Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
5,563
-555
| -9% | -$50.9K | 0.01% | 399 |
|
|
2025
Q1 | $562K | Buy |
6,118
+2
| +0% | +$184 | 0.01% | 330 |
|
|
2024
Q4 | $518K | Hold |
6,116
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $483K | Buy |
6,116
+5
| +0.1% | +$395 | 0.01% | 339 |
|
|
2024
Q2 | $457K | Buy |
6,111
+8
| +0.1% | +$598 | 0.01% | 335 |
|
|
2024
Q1 | $478K | Sell |
6,103
-138
| -2% | -$10.8K | 0.01% | 336 |
|
|
2023
Q4 | $434K | Hold |
6,241
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $395K | Hold |
6,241
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $371K | Sell |
6,241
-40
| -0.6% | -$2.38K | 0.01% | 374 |
|
|
2023
Q1 | $364K | Buy |
6,281
+40
| +0.6% | +$2.32K | 0.01% | 346 |
|
|
2022
Q4 | $364K | Hold |
6,241
| – | – | 0.01% | 339 |
|
|
2022
Q3 | $311K | Hold |
6,241
| – | – | 0.02% | 331 |
|
|
2022
Q2 | $370K | Hold |
6,241
| – | – | 0.02% | 297 |
|
|
2022
Q1 | $404K | Hold |
6,241
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $360K | Buy |
+6,241
| New | +$360K | 0.02% | 334 |
|