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