Steward Partners Investment Advisory’s Loews L Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $766K | Buy |
8,360
+5,878
| +237% | +$539K | 0.01% | 1104 |
|
2025
Q1 | $228K | Buy |
2,482
+49
| +2% | +$4.5K | ﹤0.01% | 1583 |
|
2024
Q4 | $206K | Buy |
2,433
+288
| +13% | +$24.4K | ﹤0.01% | 1590 |
|
2024
Q3 | $170K | Buy |
2,145
+1,367
| +176% | +$108K | ﹤0.01% | 1612 |
|
2024
Q2 | $58.1K | Buy |
778
+39
| +5% | +$2.92K | ﹤0.01% | 2033 |
|
2024
Q1 | $57.9K | Buy |
739
+34
| +5% | +$2.66K | ﹤0.01% | 2033 |
|
2023
Q4 | $49.1K | Buy |
705
+8
| +1% | +$557 | ﹤0.01% | 2007 |
|
2023
Q3 | $44.1K | Buy |
697
+54
| +8% | +$3.42K | ﹤0.01% | 1966 |
|
2023
Q2 | $38.2K | Hold |
643
| – | – | ﹤0.01% | 1995 |
|
2023
Q1 | $37.3K | Hold |
643
| – | – | ﹤0.01% | 1980 |
|
2022
Q4 | $37.5K | Hold |
643
| – | – | ﹤0.01% | 1952 |
|
2022
Q3 | $32K | Hold |
643
| – | – | ﹤0.01% | 2002 |
|
2022
Q2 | $38K | Hold |
643
| – | – | ﹤0.01% | 1934 |
|
2022
Q1 | $42K | Hold |
643
| – | – | ﹤0.01% | 1998 |
|
2021
Q4 | $37K | Hold |
643
| – | – | ﹤0.01% | 2042 |
|
2021
Q3 | $35K | Hold |
643
| – | – | ﹤0.01% | 2051 |
|
2021
Q2 | $35K | Sell |
643
-100
| -13% | -$5.44K | ﹤0.01% | 3952 |
|
2021
Q1 | $38.1K | Buy |
743
+110
| +17% | +$5.64K | ﹤0.01% | 2126 |
|
2020
Q4 | $28K | Hold |
633
| – | – | ﹤0.01% | 1939 |
|
2020
Q3 | $22K | Sell |
633
-200
| -24% | -$6.95K | ﹤0.01% | 1858 |
|
2020
Q2 | $29K | Buy |
833
+332
| +66% | +$11.6K | ﹤0.01% | 1629 |
|
2020
Q1 | $17K | Sell |
501
-58
| -10% | -$1.97K | ﹤0.01% | 1667 |
|
2019
Q4 | $29K | Sell |
559
-210
| -27% | -$10.9K | ﹤0.01% | 1638 |
|
2019
Q3 | $39K | Sell |
769
-600
| -44% | -$30.4K | ﹤0.01% | 1461 |
|
2019
Q2 | $74K | Buy |
+1,369
| New | +$74K | ﹤0.01% | 1184 |
|
2018
Q4 | – | Sell |
-248
| Closed | -$12K | – | 1519 |
|
2018
Q3 | $12K | Sell |
248
-222
| -47% | -$10.7K | ﹤0.01% | 1801 |
|
2018
Q2 | $23K | Buy |
470
+370
| +370% | +$18.1K | ﹤0.01% | 1410 |
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1852 |
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1510 |
|
2017
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1356 |
|
2017
Q2 | – | Sell |
-193
| Closed | -$9K | – | 1665 |
|
2017
Q1 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 969 |
|