United Capital 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 | $512K | Buy |
5,588
+474
| +9% | +$43.4K | ﹤0.01% | 762 |
|
|
2025
Q1 | $470K | Sell |
5,114
-83
| -2% | -$7.63K | ﹤0.01% | 756 |
|
|
2024
Q4 | $440K | Buy |
5,197
+343
| +7% | +$29K | ﹤0.01% | 762 |
|
|
2024
Q3 | $384K | Sell |
4,854
-111
| -2% | -$8.78K | ﹤0.01% | 798 |
|
|
2024
Q2 | $371K | Sell |
4,965
-64
| -1% | -$4.78K | ﹤0.01% | 779 |
|
|
2024
Q1 | $394K | Sell |
5,029
-984
| -16% | -$77K | ﹤0.01% | 791 |
|
|
2023
Q4 | $418K | Buy |
+6,013
| New | +$418K | ﹤0.01% | 772 |
|
|
2023
Q1 | – | Sell |
-6,849
| Closed | -$400K | – | 1016 |
|
|
2022
Q4 | $400K | Buy |
6,849
+183
| +3% | +$10.7K | ﹤0.01% | 799 |
|
|
2022
Q3 | $332K | Sell |
6,666
-56
| -0.8% | -$2.79K | ﹤0.01% | 878 |
|
|
2022
Q2 | $398K | Sell |
6,722
-14
| -0.2% | -$829 | ﹤0.01% | 852 |
|
|
2022
Q1 | $437K | Buy |
6,736
+113
| +2% | +$7.33K | ﹤0.01% | 872 |
|
|
2021
Q4 | $383K | Sell |
6,623
-363
| -5% | -$21K | ﹤0.01% | 937 |
|
|
2021
Q3 | $377K | Sell |
6,986
-471
| -6% | -$25.4K | ﹤0.01% | 937 |
|
|
2021
Q2 | $408K | Buy |
7,457
+665
| +10% | +$36.4K | ﹤0.01% | 918 |
|
|
2021
Q1 | $348K | Buy |
6,792
+161
| +2% | +$8.25K | ﹤0.01% | 947 |
|
|
2020
Q4 | $299K | Buy |
6,631
+45
| +0.7% | +$2.03K | ﹤0.01% | 994 |
|
|
2020
Q3 | $229K | Buy |
6,586
+13
| +0.2% | +$452 | ﹤0.01% | 1034 |
|
|
2020
Q2 | $225K | Sell |
6,573
-610
| -8% | -$20.9K | ﹤0.01% | 1062 |
|
|
2020
Q1 | $250K | Sell |
7,183
-1,930
| -21% | -$67.2K | ﹤0.01% | 1010 |
|
|
2019
Q4 | $478K | Buy |
9,113
+1,424
| +19% | +$74.7K | ﹤0.01% | 1000 |
|
|
2019
Q3 | $396K | Buy |
7,689
+3,882
| +102% | +$200K | ﹤0.01% | 1006 |
|
|
2019
Q2 | $208K | Sell |
3,807
-216,467
| -98% | -$11.8M | ﹤0.01% | 1333 |
|
|
2019
Q1 | $10.6M | Buy |
+220,274
| New | +$10.6M | 0.07% | 283 |
|
|
2018
Q4 | – | Sell |
-4,060
| Closed | -$204K | – | 1339 |
|
|
2018
Q3 | $204K | Sell |
4,060
-1,244
| -23% | -$62.5K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $256K | Buy |
+5,304
| New | +$256K | ﹤0.01% | 1149 |
|