Signature Wealth Management Partners’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Hold |
9,292
| – | – | 0.49% | 41 |
|
|
2025
Q1 | $854K | Sell |
9,292
-268
| -3% | -$24.6K | 0.56% | 34 |
|
|
2024
Q4 | $810K | Sell |
9,560
-60
| -0.6% | -$5.08K | 0.56% | 37 |
|
|
2024
Q3 | $760K | Hold |
9,620
| – | – | 0.55% | 40 |
|
|
2024
Q2 | $719K | Sell |
9,620
-337
| -3% | -$25.2K | 0.55% | 37 |
|
|
2024
Q1 | $780K | Sell |
9,957
-324
| -3% | -$25.4K | 0.63% | 36 |
|
|
2023
Q4 | $715K | Sell |
10,281
-552
| -5% | -$38.4K | 0.63% | 38 |
|
|
2023
Q3 | $686K | Hold |
10,833
| – | – | 0.67% | 35 |
|
|
2023
Q2 | $643K | Hold |
10,833
| – | – | 0.6% | 42 |
|
|
2023
Q1 | $629K | Sell |
10,833
-248
| -2% | -$14.4K | 0.58% | 46 |
|
|
2022
Q4 | $646K | Hold |
11,081
| – | – | 0.64% | 46 |
|
|
2022
Q3 | $552K | Hold |
11,081
| – | – | 0.61% | 46 |
|
|
2022
Q2 | $657K | Hold |
11,081
| – | – | 0.67% | 42 |
|
|
2022
Q1 | $718K | Sell |
11,081
-15
| -0.1% | -$972 | 0.61% | 47 |
|
|
2021
Q4 | $641K | Hold |
11,096
| – | – | 0.54% | 47 |
|
|
2021
Q3 | $598K | Hold |
11,096
| – | – | 0.54% | 48 |
|
|
2021
Q2 | $606K | Hold |
11,096
| – | – | 0.55% | 50 |
|
|
2021
Q1 | $569K | Hold |
11,096
| – | – | 0.55% | 52 |
|
|
2020
Q4 | $500K | Buy |
+11,096
| New | +$500K | 0.5% | 49 |
|