J.W. Cole Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
3,286
-17
| -0.5% | -$1.56K | 0.01% | 1146 |
|
|
2025
Q1 | $304K | Sell |
3,303
-98
| -3% | -$9.01K | 0.01% | 955 |
|
|
2024
Q4 | $288K | Buy |
3,401
+3
| +0.1% | +$254 | 0.01% | 796 |
|
|
2024
Q3 | $269K | Hold |
3,398
| – | – | 0.01% | 813 |
|
|
2024
Q2 | $254K | Buy |
3,398
+1
| +0% | +$75 | 0.01% | 763 |
|
|
2024
Q1 | $266K | Hold |
3,397
| – | – | 0.01% | 735 |
|
|
2023
Q4 | $236K | Hold |
3,397
| – | – | 0.01% | 714 |
|
|
2023
Q3 | $215K | Buy |
3,397
+1
| +0% | +$63 | 0.02% | 664 |
|
|
2023
Q2 | $202K | Buy |
+3,396
| New | +$202K | 0.01% | 705 |
|
|
2022
Q3 | – | Sell |
-3,394
| Closed | -$201K | – | 747 |
|
|
2022
Q2 | $201K | Hold |
3,394
| – | – | 0.02% | 680 |
|
|
2022
Q1 | $220K | Buy |
+3,394
| New | +$220K | 0.01% | 722 |
|
|
2021
Q1 | – | Sell |
-5,378
| Closed | -$242K | – | 687 |
|
|
2020
Q4 | $242K | Buy |
+5,378
| New | +$242K | 0.03% | 542 |
|
|
2020
Q1 | – | Sell |
-4,084
| Closed | -$214K | – | 327 |
|
|
2019
Q4 | $214K | Buy |
+4,084
| New | +$214K | 0.03% | 511 |
|