JFS Wealth 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 | $15.5K | Buy |
169
+5
| +3% | +$458 | ﹤0.01% | 718 |
|
|
2025
Q1 | $15.1K | Hold |
164
| – | – | ﹤0.01% | 745 |
|
|
2024
Q4 | $13.9K | Hold |
164
| – | – | ﹤0.01% | 756 |
|
|
2024
Q3 | $13K | Buy |
164
+5
| +3% | +$395 | ﹤0.01% | 767 |
|
|
2024
Q2 | $11.9K | Sell |
159
-2
| -1% | -$149 | ﹤0.01% | 743 |
|
|
2024
Q1 | $12.6K | Sell |
161
-13
| -7% | -$1.02K | ﹤0.01% | 744 |
|
|
2023
Q4 | $12.1K | Buy |
174
+19
| +12% | +$1.32K | ﹤0.01% | 715 |
|
|
2023
Q3 | $9.81K | Buy |
155
+26
| +20% | +$1.65K | ﹤0.01% | 740 |
|
|
2023
Q2 | $7.66K | Buy |
129
+3
| +2% | +$178 | ﹤0.01% | 822 |
|
|
2023
Q1 | $7.31K | Buy |
126
+5
| +4% | +$290 | ﹤0.01% | 841 |
|
|
2022
Q4 | $7.06K | Buy |
121
+38
| +46% | +$2.22K | ﹤0.01% | 852 |
|
|
2022
Q3 | $4K | Sell |
83
-84
| -50% | -$4.05K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $10K | Buy |
167
+35
| +27% | +$2.1K | ﹤0.01% | 764 |
|
|
2022
Q1 | $9K | Buy |
132
+80
| +154% | +$5.46K | ﹤0.01% | 830 |
|
|
2021
Q4 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 956 |
|
|
2016
Q2 | – | Sell |
-67
| Closed | -$3K | – | 568 |
|
|
2016
Q1 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 487 |
|