Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-252,554
Closed -$2.77M 26
2025
Q2
$2.77M Buy
+252,554
New +$2.92M 1.49% 16
2024
Q2
Sell
-318,288
Closed -$2.13M 28
2024
Q1
$2.13M Sell
318,288
-172,291
-35% -$1.17M 1.98% 16
2023
Q4
$3.48M Sell
490,579
-14,602
-3% -$93.1K 4.94% 12
2023
Q3
$3.05M Buy
505,181
+321,224
+175% +$2.07M 3.53% 11
2023
Q2
$1.25M Buy
+183,957
New +$1.2M 1.21% 20
2021
Q4
Sell
-137,025
Closed -$977K 27
2021
Q3
$977K Sell
137,025
-105,122
-43% -$784K 0.85% 17
2021
Q2
$1.65M Buy
+242,147
New +$1.56M 1.24% 17
2020
Q4
Sell
-85,173
Closed -$367K 22
2020
Q3
$367K Buy
+85,173
New +$412K 0.38% 19

Other funds holding LOMA