Regent Peak Wealth Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Sell |
2,700
-23
| -0.8% | -$2.11K | 0.06% | 139 |
|
|
2024
Q4 | $231K | Buy |
2,723
+32
| +1% | +$2.71K | 0.05% | 146 |
|
|
2024
Q3 | $213K | Buy |
+2,691
| New | +$213K | 0.05% | 163 |
|
|
2024
Q2 | – | Sell |
-2,653
| Closed | -$208K | – | 172 |
|
|
2024
Q1 | $208K | Buy |
+2,653
| New | +$208K | 0.05% | 160 |
|
|
2022
Q2 | – | Sell |
-3,264
| Closed | -$212K | – | 166 |
|
|
2022
Q1 | $212K | Buy |
+3,264
| New | +$212K | 0.06% | 157 |
|
|
2021
Q1 | – | Sell |
-3,179
| Closed | -$143K | – | 595 |
|
|
2020
Q4 | $143K | Buy |
+3,179
| New | +$143K | 0.05% | 176 |
|