Halbert Hargrove Global Advisors’s Loews L Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13K	Sell	122 -10	-8%	-$1.07K	﹤0.01%	274
2025 Q4	$13.9K	Sell	132 -8	-6%	-$826	﹤0.01%	271
2025 Q3	$14.1K	Buy	140 +8	+6%	+$756	﹤0.01%	285
2025 Q2	$12.1K	Sell	132 -175	-57%	-$15.4K	﹤0.01%	217
2025 Q1	$28.2K	Hold	307	–	–	﹤0.01%	176
2024 Q4	$26K	Buy	+307	New	+$25.3K	﹤0.01%	182
2015 Q3	–	Sell	-10,992	Closed	-$423K	–	136
2015 Q2	$423K	Buy	10,992 +302	+3%	+$12.3K	0.1%	104
2015 Q1	$436K	Buy	10,690 +4,589	+75%	+$186K	0.14%	108
2014 Q4	$256K	Buy	6,101 +186	+3%	+$7.79K	0.13%	106
2014 Q3	$246K	Buy	5,915 +482	+9%	+$20.7K	0.07%	118
2014 Q2	$239K	Buy	5,433 +2	+0%	+$87	0.07%	104
2014 Q1	$239K	Sell	5,431 -385	-7%	-$17.2K	0.07%	103
2013 Q4	$281K	Buy	+5,816	New	+$278K	0.09%	99