JNBA Financial Advisors’s Loews L Stock Holding History

JNBA Financial Advisors’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$110K	Hold	1,200	–	–	0.01%	212
2025 Q1	$110K	Hold	1,200	–	–	0.01%	209
2024 Q4	$102K	Hold	1,200	–	–	0.01%	215
2024 Q3	$94.9K	Hold	1,200	–	–	0.01%	225
2024 Q2	$89.7K	Hold	1,200	–	–	0.01%	237
2024 Q1	$93.9K	Hold	1,200	–	–	0.01%	237
2023 Q4	$83.5K	Hold	1,200	–	–	0.01%	242
2023 Q3	$76K	Hold	1,200	–	–	0.01%	245
2023 Q2	$71.3K	Hold	1,200	–	–	0.01%	257
2023 Q1	$69.6K	Hold	1,200	–	–	0.01%	258
2022 Q4	$70K	Hold	1,200	–	–	0.01%	257
2022 Q3	$60K	Hold	1,200	–	–	0.01%	261
2022 Q2	$71K	Hold	1,200	–	–	0.01%	250
2022 Q1	$78K	Hold	1,200	–	–	0.01%	252
2021 Q4	$69K	Hold	1,200	–	–	0.01%	266
2021 Q3	$65K	Hold	1,200	–	–	0.01%	266
2021 Q2	$66K	Hold	1,200	–	–	0.01%	264
2021 Q1	$62K	Hold	1,200	–	–	0.01%	262
2020 Q4	$54K	Hold	1,200	–	–	0.01%	256
2020 Q3	$42K	Hold	1,200	–	–	0.01%	257
2020 Q2	$41K	Hold	1,200	–	–	0.01%	252
2020 Q1	$42K	Hold	1,200	–	–	0.01%	236
2019 Q4	$63K	Hold	1,200	–	–	0.01%	223
2019 Q3	$62K	Hold	1,200	–	–	0.01%	213
2019 Q2	$66K	Hold	1,200	–	–	0.01%	209
2019 Q1	$58K	Hold	1,200	–	–	0.01%	210
2018 Q4	$55K	Buy	+1,200	New	+$55K	0.01%	196
2018 Q3	–	Sell	-1,200	Closed	-$58K	–	608
2018 Q2	$58K	Hold	1,200	–	–	0.01%	213
2018 Q1	$60K	Sell	1,200 -32	-3%	-$1.6K	0.01%	206
2017 Q4	$62K	Hold	1,232	–	–	0.01%	203
2017 Q3	$59K	Hold	1,232	–	–	0.01%	198
2017 Q2	$58K	Hold	1,232	–	–	0.01%	193
2017 Q1	$58K	Buy	1,232 +32	+3%	+$1.51K	0.01%	193
2016 Q4	$56K	Buy	1,200 +689	+135%	+$32.2K	0.01%	201
2016 Q3	$21K	Sell	511 -689	-57%	-$28.3K	﹤0.01%	797
2016 Q2	$49K	Hold	1,200	–	–	0.01%	207
2016 Q1	$46K	Hold	1,200	–	–	0.02%	203
2015 Q4	$46K	Hold	1,200	–	–	0.02%	202
2015 Q3	$43K	Hold	1,200	–	–	0.02%	197
2015 Q2	$46K	Hold	1,200	–	–	0.02%	195
2015 Q1	$49K	Hold	1,200	–	–	0.02%	189
2014 Q4	$50K	Hold	1,200	–	–	0.02%	192
2014 Q3	$50K	Buy	+1,200	New	+$50K	0.02%	188