IFP 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 | $120K | Sell |
1,122
-245
| -18% | -$26.2K | ﹤0.01% | 1718 |
|
|
2025
Q4 | $144K | Buy |
1,367
+175
| +15% | +$18.1K | ﹤0.01% | 1561 |
|
|
2025
Q3 | $120K | Buy |
1,192
+123
| +12% | +$11.6K | ﹤0.01% | 1573 |
|
|
2025
Q2 | $98K | Buy |
1,069
+846
| +379% | +$74.2K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $20.5K | Sell |
223
-1
| -0.4% | -$86 | ﹤0.01% | 2279 |
|
|
2024
Q4 | $19K | Buy |
224
+30
| +15% | +$2.47K | ﹤0.01% | 2272 |
|
|
2024
Q3 | $15.3K | Buy |
194
+15
| +8% | +$1.18K | ﹤0.01% | 2258 |
|
|
2024
Q2 | $13.4K | Buy |
179
+36
| +25% | +$2.73K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $11.2K | Buy |
143
+17
| +13% | +$1.26K | ﹤0.01% | 2191 |
|
|
2023
Q4 | $8.77K | Buy |
126
+37
| +42% | +$2.46K | ﹤0.01% | 2239 |
|
|
2023
Q3 | $5.63K | Sell |
89
-175
| -66% | -$10.9K | ﹤0.01% | 2464 |
|
|
2023
Q2 | $15.7K | Buy |
264
+42
| +19% | +$2.43K | ﹤0.01% | 2124 |
|
|
2023
Q1 | $9.41K | Sell |
222
-208
| -48% | -$12.3K | ﹤0.01% | 2318 |
|
|
2022
Q4 | $19K | Sell |
430
-2,121
| -83% | -$118K | ﹤0.01% | 2926 |
|
|
2022
Q3 | $108K | Hold |
2,551
| – | – | ﹤0.01% | 1803 |
|
|
2022
Q2 | $109K | Hold |
2,551
| – | – | ﹤0.01% | 1632 |
|
|
2022
Q1 | $109K | Buy |
2,551
+2,175
| +578% | +$133K | ﹤0.01% | 1632 |
|
|
2021
Q4 | $23K | Buy |
376
+161
| +75% | +$9.13K | ﹤0.01% | 1884 |
|
|
2021
Q3 | $13K | Buy |
215
+9
| +4% | +$489 | ﹤0.01% | 2172 |
|
|
2021
Q2 | $12K | Buy |
206
+185
| +881% | +$10.4K | ﹤0.01% | 2143 |
|
|
2021
Q1 | $2K | Sell |
21
-12
| -36% | -$585 | ﹤0.01% | 2684 |
|
|
2020
Q4 | $1K | Sell |
33
-860
| -96% | -$34.6K | ﹤0.01% | 2777 |
|
|
2020
Q3 | $29K | Buy |
893
+43
| +5% | +$1.54K | ﹤0.01% | 1491 |
|
|
2020
Q2 | $26K | Sell |
850
-17,814
| -95% | -$601K | ﹤0.01% | 1474 |
|
|
2020
Q1 | $647K | Buy |
18,664
+17,337
| +1,306% | +$817K | 0.07% | 295 |
|
|
2019
Q4 | $69K | Sell |
1,327
-1,788
| -57% | -$90.2K | 0.01% | 1112 |
|
|
2019
Q3 | $160K | Buy |
+3,115
| New | +$161K | 0.01% | 845 |
|
|
2019
Q1 | $14K | Sell |
300
-858
| -74% | -$40.5K | ﹤0.01% | 1468 |
|
|
2018
Q4 | $52K | Sell |
1,158
-2,612
| -69% | -$123K | ﹤0.01% | 1594 |
|
|
2018
Q3 | $189K | Buy |
3,770
+236
| +7% | +$11.8K | 0.01% | 1113 |
|
|
2018
Q2 | $171K | Buy |
3,534
+274
| +8% | +$13.8K | 0.01% | 1154 |
|
|
2018
Q1 | $163K | Hold |
3,260
| – | – | 0.01% | 1085 |
|
|
2017
Q4 | $163K | Buy |
3,260
+40
| +1% | +$1.98K | 0.01% | 1092 |
|
|
2017
Q3 | $154K | Buy |
3,220
+210
| +7% | +$9.99K | 0.01% | 1303 |
|
|
2017
Q2 | $141K | Sell |
3,010
-1,810
| -38% | -$84.8K | 0.01% | 1329 |
|
|
2017
Q1 | $225K | Buy |
4,820
+9
| +0.2% | +$421 | 0.01% | 1054 |
|
|
2016
Q4 | $225K | Sell |
4,811
-314
| -6% | -$13.8K | 0.01% | 991 |
|
|
2016
Q3 | $211K | Hold |
5,125
| – | – | 0.01% | 981 |
|
|
2016
Q2 | $211K | Buy |
5,125
+4,825
| +1,608% | +$191K | 0.01% | 944 |
|
|
2016
Q1 | $14K | Sell |
300
-1,321
| -81% | -$48.6K | ﹤0.01% | 1466 |
|
|
2015
Q4 | $62K | Buy |
+1,621
| New | +$60.4K | ﹤0.01% | 1470 |
|
Other funds holding L
VCM
VPM
