Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 30, 2025 | |
| Total Stocks | 52 | |
| Portfolio Value | $264.69M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2021Dec 31, 2021 | PPL PPL Corporation | Sell - Position Exit | -500-100.0% |
Q4 2021Dec 31, 2021 | BRO Brown & Brown, Inc. | Sell | -562-0.4% |
Q4 2021Dec 31, 2021 | HSIC Henry Schein, Inc. | Sell - Position Exit | -600-100.0% |
Q4 2021Dec 31, 2021 | MNST Monster Beverage Corporation | Sell - Position Exit | -673-100.0% |
Q4 2021Dec 31, 2021 | V Visa Inc. | Sell - Position Exit | -689-100.0% |
Q4 2021Dec 31, 2021 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -946-100.0% |
Q4 2021Dec 31, 2021 | CL Colgate-Palmolive Company | Sell - Position Exit | -1,000-100.0% |
Q4 2021Dec 31, 2021 | NSRGY Nestle S.A. | Sell - Position Exit | -1,000-100.0% |
Q4 2021Dec 31, 2021 | AEP American Electric Power Company | Sell - Position Exit | -1,000-100.0% |
Q4 2021Dec 31, 2021 | SO Southern Company (The) | Sell - Position Exit | -1,000-100.0% |
Q4 2021Dec 31, 2021 | YUMC Yum China Holdings, Inc. | Sell | -1,000-17.8% |
Q4 2021Dec 31, 2021 | MMM 3M Company | Sell - Position Exit | -1,032-100.0% |
Q4 2021Dec 31, 2021 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -1,050-100.0% |
Q4 2021Dec 31, 2021 | MO Altria Group, Inc. | Sell - Position Exit | -1,370-100.0% |
Q4 2021Dec 31, 2021 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -1,468-100.0% |
Q4 2021Dec 31, 2021 | THO Thor Industries, Inc. | Sell - Position Exit | -1,500-100.0% |
Q4 2021Dec 31, 2021 | PM Philip Morris International Inc | Sell - Position Exit | -1,522-100.0% |
Q4 2021Dec 31, 2021 | PENN PENN Entertainment, Inc. | Sell - Position Exit | -1,961-100.0% |
Q4 2021Dec 31, 2021 | ES Eversource Energy (D/B/A) | Sell - Position Exit | -2,050-100.0% |
Q4 2021Dec 31, 2021 | SON Sonoco Products Company | Sell - Position Exit | -2,079-100.0% |
Q4 2021Dec 31, 2021 | VFC V.F. Corporation | Sell - Position Exit | -2,200-100.0% |
Q4 2021Dec 31, 2021 | ALOT AstroNova, Inc. | Sell - Position Exit | -7,054-100.0% |
Q4 2021Dec 31, 2021 | WFC Wells Fargo & Company | Sell | -9,792-3.8% |
Q3 2021Sep 30, 2021 | RMBS Rambus, Inc. | Buy - Position Entry | +450 |
Q3 2021Sep 30, 2021 | ADT ADT Inc. | Buy - Position Entry | +389 |
Q3 2021Sep 30, 2021 | GE GE Aerospace | Buy - Position Entry | +335 |
Q3 2021Sep 30, 2021 | PFGC Performance Food Group Company | Buy - Position Entry | +250 |
Q3 2021Sep 30, 2021 | PSTG Pure Storage, Inc. | Buy - Position Entry | +180 |
Q3 2021Sep 30, 2021 | GTN Gray Television, Inc. | Buy - Position Entry | +151 |
Q3 2021Sep 30, 2021 | PENN PENN Entertainment, Inc. | Buy | +116+6.3% |