HB 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 | $687K | Sell |
7,493
-1,935
| -21% | -$177K | 0.01% | 627 |
|
|
2025
Q1 | $867K | Buy |
9,428
+586
| +7% | +$53.9K | 0.01% | 569 |
|
|
2024
Q4 | $749K | Buy |
8,842
+503
| +6% | +$42.6K | 0.01% | 481 |
|
|
2024
Q3 | $659K | Buy |
8,339
+240
| +3% | +$19K | 0.01% | 494 |
|
|
2024
Q2 | $605K | Buy |
8,099
+692
| +9% | +$51.7K | 0.01% | 479 |
|
|
2024
Q1 | $580K | Buy |
7,407
+9
| +0.1% | +$705 | 0.01% | 454 |
|
|
2023
Q4 | $515K | Buy |
7,398
+2,522
| +52% | +$176K | 0.01% | 445 |
|
|
2023
Q3 | $309K | Buy |
4,876
+75
| +2% | +$4.75K | 0.01% | 556 |
|
|
2023
Q2 | $285K | Buy |
4,801
+234
| +5% | +$13.9K | ﹤0.01% | 558 |
|
|
2023
Q1 | $265K | Buy |
4,567
+852
| +23% | +$49.4K | ﹤0.01% | 570 |
|
|
2022
Q4 | $217K | Buy |
+3,715
| New | +$217K | ﹤0.01% | 626 |
|