Geneos Wealth 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 | $8.98K | Sell |
98
-254
| -72% | -$23.3K | ﹤0.01% | 2364 |
|
|
2025
Q1 | $32.4K | Buy |
+352
| New | +$32.4K | ﹤0.01% | 2120 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$40K | – | 2324 |
|
|
2022
Q2 | $40K | Hold |
666
| – | – | ﹤0.01% | 1382 |
|
|
2022
Q1 | $43K | Hold |
666
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q4 | $38K | Sell |
666
-179
| -21% | -$10.2K | ﹤0.01% | 1603 |
|
|
2021
Q3 | $46K | Hold |
845
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q2 | $46K | Sell |
845
-319
| -27% | -$17.4K | ﹤0.01% | 1521 |
|
|
2021
Q1 | $64K | Hold |
1,164
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q4 | $44K | Sell |
1,164
-1,371
| -54% | -$51.8K | ﹤0.01% | 1514 |
|
|
2020
Q3 | $85K | Hold |
2,535
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q2 | $83K | Hold |
2,535
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q1 | $85K | Hold |
2,535
| – | – | 0.01% | 895 |
|
|
2019
Q4 | $131K | Sell |
2,535
-182
| -7% | -$9.41K | 0.01% | 844 |
|
|
2019
Q3 | $139K | Hold |
2,717
| – | – | 0.01% | 777 |
|
|
2019
Q2 | $148K | Sell |
2,717
-3
| -0.1% | -$163 | 0.01% | 771 |
|
|
2019
Q1 | $130K | Buy |
2,720
+1,000
| +58% | +$47.8K | 0.01% | 773 |
|
|
2018
Q4 | $77K | Buy |
1,720
+185
| +12% | +$8.28K | 0.01% | 922 |
|
|
2018
Q3 | $77K | Hold |
1,535
| – | – | 0.01% | 981 |
|
|
2018
Q2 | $74K | Hold |
1,535
| – | – | 0.01% | 886 |
|
|
2018
Q1 | $76K | Hold |
1,535
| – | – | 0.01% | 845 |
|
|
2017
Q4 | $76K | Buy |
1,535
+179
| +13% | +$8.86K | 0.01% | 844 |
|
|
2017
Q3 | $64K | Buy |
1,356
+240
| +22% | +$11.3K | 0.01% | 851 |
|
|
2017
Q2 | $52K | Hold |
1,116
| – | – | 0.01% | 906 |
|
|
2017
Q1 | $52K | Hold |
1,116
| – | – | 0.01% | 873 |
|
|
2016
Q4 | $52K | Hold |
1,116
| – | – | 0.01% | 824 |
|
|
2016
Q3 | $45K | Hold |
1,116
| – | – | 0.01% | 855 |
|
|
2016
Q2 | $45K | Hold |
1,116
| – | – | 0.01% | 848 |
|
|
2016
Q1 | $42K | Buy |
+1,116
| New | +$42K | 0.01% | 849 |
|