LGT Financial Advisors’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$183	–	532
2025 Q2	$183	Buy	+2	New	+$176	﹤0.01%	522
2024 Q1	–	Sell	-344	Closed	-$23.9K	–	820
2023 Q4	$23.9K	Hold	344	–	–	0.03%	314
2023 Q3	$21.8K	Buy	+344	New	+$21.4K	0.03%	323

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LGT Financial Advisors's L Position: Q3 2025 in Review

LGT Financial Advisors sold out of Loews (L) in Q3 2025, closing a stake of 2 shares — an estimated $183 sold.

LGT Financial Advisors first reported a position in L in Q3 2023 and held it in 3 quarters. The position peaked at $23.9K in Q4 2023. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

LGT Financial Advisors reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 2 Loews shares in Q3 2025, an estimated $183.
LGT Financial Advisors first reported a position in Loews in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Loews position peaked at $23.9K in Q4 2023.
698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.