Transamerica Financial Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5K | Buy |
136
+55
| +68% | +$5.89K | ﹤0.01% | 854 |
|
|
2025
Q4 | $8.53K | Buy |
81
+14
| +21% | +$1.45K | ﹤0.01% | 872 |
|
|
2025
Q3 | $6.73K | Buy |
+67
| New | +$6.33K | ﹤0.01% | 808 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 632 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 509 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$58 | ﹤0.01% | 503 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 668 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$63 | ﹤0.01% | 537 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 820 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 766 |
|
|
2015
Q3 | $1K | Sell |
1
-136
| -99% | -$5.09K | ﹤0.01% | 762 |
|
|
2015
Q2 | $6K | Sell |
137
-12
| -8% | -$488 | ﹤0.01% | 681 |
|
|
2015
Q1 | $7K | Sell |
149
-72
| -33% | -$2.92K | ﹤0.01% | 668 |
|
|
2014
Q4 | $10K | Buy |
221
+189
| +591% | +$7.92K | ﹤0.01% | 500 |
|
|
2014
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 574 |
|
|
2014
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 586 |
|
|
2014
Q1 | $2K | Sell |
32
-30,111
| -100% | -$1.35M | ﹤0.01% | 552 |
|
|
2013
Q4 | $1.46M | Buy |
30,143
+1,664
| +6% | +$79.5K | 0.16% | 76 |
|
|
2013
Q3 | $1.33M | Buy |
28,479
+6,608
| +30% | +$304K | 0.17% | 82 |
|
|
2013
Q2 | $972K | Buy |
+21,871
| New | +$980K | 0.16% | 75 |
|
Other funds holding L
VCM
VPM
