HHGA
Halbert Hargrove Global Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Sell |
132
-175
| -57% | -$16K | ﹤0.01% | 205 |
|
|
2025
Q1 | $28.2K | Hold |
307
| – | – | ﹤0.01% | 164 |
|
|
2024
Q4 | $26K | Buy |
+307
| New | +$26K | ﹤0.01% | 168 |
|
|
2015
Q3 | – | Sell |
-10,992
| Closed | -$423K | – | 136 |
|
|
2015
Q2 | $423K | Buy |
10,992
+302
| +3% | +$11.6K | 0.1% | 104 |
|
|
2015
Q1 | $436K | Buy |
10,690
+4,589
| +75% | +$187K | 0.14% | 108 |
|
|
2014
Q4 | $256K | Buy |
6,101
+186
| +3% | +$7.81K | 0.13% | 106 |
|
|
2014
Q3 | $246K | Buy |
5,915
+482
| +9% | +$20K | 0.07% | 118 |
|
|
2014
Q2 | $239K | Buy |
5,433
+2
| +0% | +$88 | 0.07% | 104 |
|
|
2014
Q1 | $239K | Sell |
5,431
-385
| -7% | -$16.9K | 0.07% | 103 |
|
|
2013
Q4 | $281K | Buy |
+5,816
| New | +$281K | 0.09% | 99 |
|