Sanders Morris Harris’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,494
| Closed | -$506K | – | 236 |
|
|
2025
Q1 | $506K | Hold |
5,494
| – | – | 0.08% | 156 |
|
|
2024
Q4 | $465K | Hold |
5,494
| – | – | 0.07% | 170 |
|
|
2024
Q3 | $434K | Hold |
5,494
| – | – | 0.07% | 173 |
|
|
2024
Q2 | $411K | Hold |
5,494
| – | – | 0.07% | 180 |
|
|
2024
Q1 | $430K | Buy |
5,494
+494
| +10% | +$38.7K | 0.08% | 172 |
|
|
2023
Q4 | $355K | Sell |
5,000
-494
| -9% | -$35.1K | 0.17% | 135 |
|
|
2023
Q3 | $342K | Hold |
5,494
| – | – | 0.07% | 183 |
|
|
2023
Q2 | $328K | Buy |
+5,494
| New | +$328K | 0.07% | 184 |
|
|
2023
Q1 | – | Sell |
-5,494
| Closed | -$320K | – | 204 |
|
|
2022
Q4 | $320K | Hold |
5,494
| – | – | 0.12% | 151 |
|
|
2022
Q3 | $281K | Hold |
5,494
| – | – | 0.07% | 208 |
|
|
2022
Q2 | $331K | Hold |
5,494
| – | – | 0.07% | 195 |
|
|
2022
Q1 | $356K | Hold |
5,494
| – | – | 0.07% | 206 |
|
|
2021
Q4 | $318K | Hold |
5,494
| – | – | 0.06% | 230 |
|
|
2021
Q3 | $312K | Hold |
5,494
| – | – | 0.06% | 231 |
|
|
2021
Q2 | $297K | Hold |
5,494
| – | – | 0.06% | 244 |
|
|
2021
Q1 | $292K | Hold |
5,494
| – | – | 0.06% | 232 |
|
|
2020
Q4 | $258K | Buy |
+5,494
| New | +$258K | 0.06% | 228 |
|