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Global Financial Private Client’s Loews L Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-37
Closed -$3.4K – 963
2025
Q1 		$3.4K Buy
37
+26
+236% +$2.22K ﹤0.01% 746
2024
Q4 		$932 Buy
+11
New +$907 ﹤0.01% 793

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's L Position: Q2 2025 in Review

Global Financial Private Client sold out of Loews (L) in Q2 2025, closing a stake of 37 shares — an estimated $3.4K sold.

Global Financial Private Client first reported a position in L in Q4 2024 and held it in 2 quarters. The position peaked at $3.4K in Q1 2025. 652 funds tracked by Wall St. Rank hold L as of Q2 2025.

  • Global Financial Private Client reported no remaining Loews position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 37 Loews shares in Q2 2025, an estimated $3.4K.
  • Global Financial Private Client first reported a position in Loews in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Loews position peaked at $3.4K in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.