Montag & Associates’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Sell |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $816K | Hold |
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|
2024
Q3 | $762K | Hold |
|
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|
2024
Q2 | $720K | Hold |
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|
2024
Q1 | $755K | Hold |
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|
2023
Q4 | $671K | Hold |
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|
2023
Q3 | $610K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $625K | Hold |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $520K | Hold |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $494K | Hold |
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|
2020
Q4 | $434K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $245K | Buy |
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|
2014
Q4 | $200K | Buy |
|