Wealthspire Advisors (New York)’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
2,964
-734
| -20% | -$67.3K | ﹤0.01% | 699 |
|
|
2025
Q1 | $340K | Sell |
3,698
-95
| -3% | -$8.73K | ﹤0.01% | 611 |
|
|
2024
Q4 | $321K | Buy |
3,793
+394
| +12% | +$33.4K | ﹤0.01% | 634 |
|
|
2024
Q3 | $269K | Buy |
3,399
+3
| +0.1% | +$237 | ﹤0.01% | 643 |
|
|
2024
Q2 | $254K | Sell |
3,396
-240
| -7% | -$17.9K | ﹤0.01% | 574 |
|
|
2024
Q1 | $285K | Sell |
3,636
-485
| -12% | -$38K | ﹤0.01% | 532 |
|
|
2023
Q4 | $287K | Buy |
4,121
+468
| +13% | +$32.6K | ﹤0.01% | 536 |
|
|
2023
Q3 | $231K | Sell |
3,653
-2,493
| -41% | -$158K | ﹤0.01% | 534 |
|
|
2023
Q2 | $365K | Sell |
6,146
-1
| -0% | -$59 | 0.01% | 423 |
|
|
2023
Q1 | $357K | Buy |
6,147
+1,098
| +22% | +$63.7K | 0.01% | 409 |
|
|
2022
Q4 | $295K | Buy |
+5,049
| New | +$295K | 0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-3,375
| Closed | -$200K | – | 532 |
|
|
2022
Q2 | $200K | Hold |
3,375
| – | – | ﹤0.01% | 469 |
|
|
2022
Q1 | $219K | Buy |
+3,375
| New | +$219K | ﹤0.01% | 404 |
|
|
2019
Q1 | – | Sell |
-159
| Closed | -$7K | – | 460 |
|
|
2018
Q4 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 586 |
|