Sequoia Financial 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 | $924K | Buy |
10,077
+6,146
| +156% | +$563K | 0.01% | 707 |
|
2025
Q1 | $361K | Sell |
3,931
-501
| -11% | -$46K | ﹤0.01% | 983 |
|
2024
Q4 | $375K | Buy |
4,432
+969
| +28% | +$82.1K | ﹤0.01% | 918 |
|
2024
Q3 | $274K | Buy |
3,463
+268
| +8% | +$21.2K | ﹤0.01% | 1012 |
|
2024
Q2 | $239K | Buy |
3,195
+186
| +6% | +$13.9K | ﹤0.01% | 998 |
|
2024
Q1 | $236K | Sell |
3,009
-2,699
| -47% | -$211K | ﹤0.01% | 973 |
|
2023
Q4 | $397K | Buy |
+5,708
| New | +$397K | ﹤0.01% | 814 |
|