OneDigital Investment Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
2,469
+29
| +1% | +$2.66K | ﹤0.01% | 1323 |
|
|
2025
Q1 | $224K | Buy |
+2,440
| New | +$224K | ﹤0.01% | 1280 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$11K | – | 842 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 914 |
|
|
2019
Q1 | $10K | Sell |
200
-70
| -26% | -$3.5K | ﹤0.01% | 875 |
|
|
2018
Q4 | $12K | Hold |
270
| – | – | ﹤0.01% | 817 |
|
|
2018
Q3 | $14K | Hold |
270
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $13K | Hold |
270
| – | – | ﹤0.01% | 966 |
|
|
2018
Q1 | $13K | Hold |
270
| – | – | ﹤0.01% | 966 |
|
|
2017
Q4 | $14K | Sell |
270
-80
| -23% | -$4.15K | ﹤0.01% | 906 |
|
|
2017
Q3 | $17K | Hold |
350
| – | – | 0.01% | 696 |
|
|
2017
Q2 | $16K | Buy |
+350
| New | +$16K | ﹤0.01% | 823 |
|