J.W. Cole Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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