Next Financial Group’s Loews L Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.45M | Buy |
25,066
+14,009
| +127% | +$809K | 0.1% | 238 |
|
2021
Q3 | $596K | Buy |
11,057
+139
| +1% | +$7.49K | 0.05% | 400 |
|
2021
Q2 | $597K | Buy |
10,918
+803
| +8% | +$43.9K | 0.05% | 395 |
|
2021
Q1 | $519K | Sell |
10,115
-178
| -2% | -$9.13K | 0.05% | 405 |
|
2020
Q4 | $463K | Buy |
10,293
+405
| +4% | +$18.2K | 0.04% | 395 |
|
2020
Q3 | $344K | Buy |
9,888
+26
| +0.3% | +$905 | 0.04% | 456 |
|
2020
Q2 | $338K | Sell |
9,862
-146
| -1% | -$5K | 0.04% | 384 |
|
2020
Q1 | $349K | Buy |
10,008
+148
| +2% | +$5.16K | 0.05% | 358 |
|
2019
Q4 | $518K | Buy |
9,860
+423
| +4% | +$22.2K | 0.05% | 361 |
|
2019
Q3 | $486K | Buy |
9,437
+2,496
| +36% | +$129K | 0.05% | 367 |
|
2019
Q2 | $379K | Sell |
6,941
-46
| -0.7% | -$2.51K | 0.04% | 424 |
|
2019
Q1 | $335K | Buy |
+6,987
| New | +$335K | 0.08% | 229 |
|
2014
Q4 | – | Sell |
-300
| Closed | -$12K | – | 2138 |
|
2014
Q3 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1673 |
|