Modera Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
15,282
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $1.4M | Sell |
15,282
-47
| -0.3% | -$4.32K | 0.02% | 283 |
|
|
2024
Q4 | $1.3M | Buy |
15,329
+67
| +0.4% | +$5.67K | 0.02% | 290 |
|
|
2024
Q3 | $1.21M | Hold |
15,262
| – | – | 0.02% | 286 |
|
|
2024
Q2 | $1.14M | Buy |
15,262
+4
| +0% | +$299 | 0.02% | 277 |
|
|
2024
Q1 | $1.19M | Buy |
15,258
+8
| +0.1% | +$626 | 0.02% | 277 |
|
|
2023
Q4 | $1.06M | Hold |
15,250
| – | – | 0.02% | 283 |
|
|
2023
Q3 | $965K | Hold |
15,250
| – | – | 0.02% | 289 |
|
|
2023
Q2 | $906K | Sell |
15,250
-270
| -2% | -$16K | 0.02% | 307 |
|
|
2023
Q1 | $900K | Buy |
15,520
+270
| +2% | +$15.7K | 0.03% | 166 |
|
|
2022
Q4 | $890K | Hold |
15,250
| – | – | 0.04% | 161 |
|
|
2022
Q3 | $760K | Hold |
15,250
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $904K | Sell |
15,250
-21
| -0.1% | -$1.25K | 0.04% | 151 |
|
|
2022
Q1 | $990K | Sell |
15,271
-2,144
| -12% | -$139K | 0.04% | 155 |
|
|
2021
Q4 | $1.01M | Buy |
17,415
+2,415
| +16% | +$140K | 0.04% | 172 |
|
|
2021
Q3 | $809K | Hold |
15,000
| – | – | 0.04% | 122 |
|
|
2021
Q2 | $820K | Hold |
15,000
| – | – | 0.04% | 116 |
|
|
2021
Q1 | $769K | Hold |
15,000
| – | – | 0.05% | 112 |
|
|
2020
Q4 | $675K | Hold |
15,000
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $521K | Hold |
15,000
| – | – | 0.08% | 86 |
|
|
2020
Q2 | $514K | Hold |
15,000
| – | – | 0.08% | 81 |
|
|
2020
Q1 | $522K | Hold |
15,000
| – | – | 0.11% | 79 |
|
|
2019
Q4 | $787K | Hold |
15,000
| – | – | 0.12% | 59 |
|
|
2019
Q3 | $772K | Hold |
15,000
| – | – | 0.13% | 56 |
|
|
2019
Q2 | $820K | Hold |
15,000
| – | – | 0.15% | 55 |
|
|
2019
Q1 | $719K | Hold |
15,000
| – | – | 0.13% | 58 |
|
|
2018
Q4 | $683K | Hold |
15,000
| – | – | 0.13% | 59 |
|
|
2018
Q3 | $753K | Hold |
15,000
| – | – | 0.15% | 58 |
|
|
2018
Q2 | $724K | Hold |
15,000
| – | – | 0.15% | 56 |
|
|
2018
Q1 | $746K | Hold |
15,000
| – | – | 0.15% | 55 |
|
|
2017
Q4 | $750K | Hold |
15,000
| – | – | 0.16% | 56 |
|
|
2017
Q3 | $718K | Hold |
15,000
| – | – | 0.16% | 56 |
|
|
2017
Q2 | $702K | Hold |
15,000
| – | – | 0.17% | 53 |
|
|
2017
Q1 | $702K | Buy |
+15,000
| New | +$702K | 0.18% | 53 |
|