United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Buy |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $396K | Buy |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $256K | Buy |
|