Alan S. Lowenthal stock trades
Alan S. Lowenthal is a member of the U.S. House (Democrat, CA). Filings in this dataset run from 2014-01-14 to 2022-12-21 and list 1,556 stock transactions: 731 purchases and 825 sales. The median filing came 11 days after the trade; 76 of 1,574 were filed after the 45-day deadline.
Backtest copying Alan S. Lowenthal this year
What copying Alan S. Lowenthal would have returned
$10,000 invested on 2014-01-14, buying and selling the same stocks 3 days after each filing became public, ended at $37,451 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $44,286.
That headline is diluted by cash: on average only 82% of the money was invested, because the portfolio holds a few small positions. On the 3,222 days it did hold stocks, the copied holdings returned +11.3% a year against +12.2% for the S&P 500 over the same days: 0.9 percentage points behind the index.
Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).
Gain or loss by month
Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
400 copy orders were not placed (no price history, no cash left or the position limit was reached) and 251 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
By year: 2022 · 2021 · 2020 · 2019 · 2018 · 2017 · 2016 · 2015 · 2014
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| RUN Sunrun Inc. | 109 | 21 | 88 |
| SH ProShares Short S&P500 | 37 | 16 | 21 |
| VSLR Vivint Solar, Inc. | 34 | 19 | 15 |
| ADSK Autodesk, Inc. - Common Stock | 30 | 7 | 23 |
| KTOS Kratos Defense & Security Solutions, Inc. | 28 | 15 | 13 |
| BKI Black Knight, Inc. | 27 | 18 | 9 |
| OLED universal Display Corporation | 26 | 9 | 17 |
| FIS Fidelity National Information... | 23 | 14 | 9 |
| DKNG DraftKings Inc. - Class A | 23 | 2 | 21 |
| SRE DBA Sempra Common Stock | 21 | 9 | 12 |
| SPCE Virgin galactic Holdings, Inc. | 21 | 2 | 19 |
| EFX Equifax, Inc. Common Stock | 20 | 10 | 10 |
| BSX Boston Scientific Corporation Common Stock | 20 | 8 | 12 |
| TMUS T-Mobile US, Inc. | 19 | 11 | 8 |
| INFO IHS Markit Ltd. - Common Shares | 19 | 2 | 17 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Alan S. Lowenthal with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2022-12-21 | 2022-12-14 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2022-12-21 | 2022-12-12 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2022-12-21 | 2022-12-12 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2022-12-21 | 2022-12-09 | Buy | GTLS Chart Industries, Inc. | $15,001 - $50,000 | Source |
| 2022-12-21 | 2022-12-09 | Buy | GTLS Chart Industries, Inc. | $1,001 - $15,000 | Source |
| 2022-12-21 | 2022-12-08 | Sale | CRM Salesforce, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-12-21 | 2022-12-08 | Sale | CRM Salesforce, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-24 | 2022-11-08 | Buy | SP United States Treas Bond | $100,001 - $250,000 | Source |
| 2022-11-23 | 2022-11-14 | Partial sale | BX Blackstone Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-23 | 2022-11-14 | Partial sale | BX Blackstone Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-23 | 2022-11-08 | Buy | United States Treas Bond | Over $50,000,000 | Source |
| 2022-11-23 | 2022-11-04 | Sale | TJX TJX Companies, Inc. | $15,001 - $50,000 | Source |
| 2022-11-23 | 2022-11-04 | Partial sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2022-11-23 | 2022-11-04 | Sale | TJX TJX Companies, Inc. | $1,001 - $15,000 | Source |
| 2022-11-23 | 2022-11-04 | Sale | Sherwin Williams Co Note | $1,001 - $15,000 | Source |
| 2022-11-23 | 2022-11-04 | Buy | General Mtrs Co Note | $1,001 - $15,000 | Source |
| 2022-11-12 | 2022-11-03 | Partial sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2022-11-12 | 2022-11-03 | Partial sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2022-11-12 | 2022-11-03 | Sale | ECL Ecolab Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2022-11-12 | 2022-11-03 | Sale | ECL Ecolab Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2022-11-05 | 2022-10-24 | Sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2022-10-29 | 2022-10-21 | Sale | CCK Crown Holdings, Inc. | $999.64 | Source |
| 2022-10-29 | 2022-10-21 | Sale | CCK Crown Holdings, Inc. | $15,001 - $50,000 | Source |
| 2022-10-29 | 2022-10-21 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2022-10-29 | 2022-10-21 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2022-10-14 | 2022-09-27 | Buy | SCI Service Corporation International Common Stock | $1,001 - $15,000 | Source |
| 2022-10-08 | 2022-09-23 | Buy | SCI Service Corporation International Common Stock | $1,001 - $15,000 | Source |
| 2022-10-08 | 2022-08-01 | Sale | Citigroup Inc | $1,001 - $15,000 | Source |
| 2022-10-01 | 2022-09-26 | Buy | SCI Service Corporation International Common Stock | $1,001 - $15,000 | Source |
| 2022-10-01 | 2022-09-23 | Buy | SCI Service Corporation International Common Stock | $1,001 - $15,000 | Source |
| 2022-10-01 | 2022-09-22 | Buy | SCI Service Corporation International Common Stock | $1,001 - $15,000 | Source |
| 2022-10-01 | 2022-09-22 | Buy | CRM Salesforce, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-09-03 | 2022-08-26 | Buy | ZTS Zoetis Inc. Class A Common Stock | $15,001 - $50,000 | Source |
| 2022-09-03 | 2022-08-10 | Buy | CCK Crown Holdings, Inc. | $1,001 - $15,000 | Source |
| 2022-08-07 | 2022-07-29 | Partial sale | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 | Source |
| 2022-08-04 | 2022-07-28 | Partial sale | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 | Source |
| 2022-07-25 | 2022-07-20 | Buy | ECL Ecolab Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2022-07-25 | 2022-07-19 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-07-25 | 2022-07-19 | Buy | ECL Ecolab Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2022-07-06 | 2022-06-29 | Sale | UBER Uber Technologies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-07-06 | 2021-09-10 | Buy | SP VMWare Inc Note | $15,001 - $50,000 | Source |
| 2022-06-30 | 2022-06-21 | Buy | Nextera Energy Cap Hldgs | $15,001 - $50,000 | Source |
| 2022-06-30 | 2022-06-21 | Buy | Nextera Energy Cap Hldgs | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-06-13 | Sale | JT Expedia Inc | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-05-18 | Buy | JT San Francisco Calif City | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-05-07 | Sale | SP HCA Inc | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-05-07 | Sale | JT HCA inc | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-05-07 | Sale | JT HCA inc | $1,001 - $15,000 | Source |
| 2022-06-30 | 2022-04-13 | Sale | JT Elanco Animal Health Inc | $1,001 - $15,000 | Source |
| 2022-06-24 | 2021-08-23 | Sale | GM General Motors Company Common Stock | $15,001 - $50,000 | Source |
| 2022-06-24 | 2021-06-02 | Sale | Equinix Inc. Note 5.375%; Due 5/15/2027 | $15,001 - $50,000 | Source |
| 2022-06-19 | 2022-06-17 | Buy | VRSK Verisk Analytics, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-16 | Partial sale | iShares Russell 2000 Value ETF | $15,001 - $50,000 | Source |
| 2022-06-19 | 2022-06-16 | Buy | VRSK Verisk Analytics, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-16 | Sale | iShares Russell 2000 Value ETF | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-15 | Buy | BA Boeing Company | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-15 | Buy | BA Boeing Company | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-13 | Sale | Expedia Inc | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-13 | Sale | Expedia Inc | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-13 | Sale | Expedia Inc | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-07 | Buy | AMZN Amazon.com, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-06-01 | Partial sale | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-05-18 | Buy | San Francisco Calif City | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-05-18 | Buy | San Francisco Calif City | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-05-07 | Sale | HCA inc | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-05-07 | Sale | HCA inc | $1,001 - $15,000 | Source |
| 2022-06-19 | 2022-05-07 | Sale | HCA Inc | $1,001 - $15,000 | Source |
| 2022-06-02 | 2022-05-25 | Buy | HCA Inc | $15,001 - $50,000 | Source |
| 2022-05-22 | 2022-05-17 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2022-05-22 | 2022-05-17 | Buy | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2022-05-21 | 2022-05-06 | Sale | ICE Intercontinental Exchange Inc. Common Stock | $15,001 - $50,000 | Source |
| 2022-05-21 | 2022-05-05 | Partial sale | ICE Intercontinental Exchange Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-05-21 | 2022-05-02 | Buy | Constellation Brands Inc | $15,001 - $50,000 | Source |
| 2022-05-21 | 2022-04-13 | Sale | Elanco Animal Health Inc | $1,001 - $15,000 | Source |
| 2022-05-02 | 2022-04-27 | Buy | San Francisco Calif City & City Bonds | $1,001 - $15,000 | Source |
| 2022-04-28 | 2022-04-21 | Buy | Bk of America Corp Note | $1,001 - $15,000 | Source |
| 2022-04-16 | 2022-04-07 | Sale | IFF International Flavors & Fragrances | $1,001 - $15,000 | Source |
| 2022-04-12 | 2022-04-06 | Partial sale | IFF International Flavors & Fragrances | $15,001 - $50,000 | Source |
| 2022-04-12 | 2022-04-06 | Partial sale | TJX TJX Companies, Inc. | $1,001 - $15,000 | Source |
| 2022-04-12 | 2022-04-06 | Partial sale | NVDA NVIDIA Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-04-12 | 2022-04-06 | Partial sale | IFF International Flavors & Fragrances | $1,001 - $15,000 | Source |
| 2022-04-12 | 2022-04-05 | Partial sale | IFF International Flavors & Fragrances | $1,001 - $15,000 | Source |
| 2022-04-10 | 2022-04-04 | Partial sale | IFF International Flavors & Fragrances | $1,001 - $15,000 | Source |
| 2022-04-10 | 2022-03-29 | Buy | Netflix Inc | $1,001 - $15,000 | Source |
| 2022-04-10 | 2022-03-25 | Sale | JBI Janus International group, Inc. | $1,001 - $15,000 | Source |
| 2022-04-10 | 2022-03-24 | Buy | Netflix Inc | $15,001 - $50,000 | Source |
| 2022-04-10 | 2022-03-24 | Partial sale | JBI Janus International group, Inc. | $1,001 - $15,000 | Source |
| 2022-03-26 | 2022-03-16 | Partial sale | JBI Janus International group, Inc. | $1,001 - $15,000 g | Source |
| 2022-03-22 | 2022-03-07 | Sale | DECK Deckers Outdoor Corporation | $15,001 - c $50,000 | Source |
| 2022-03-22 | 2022-03-07 | Buy | HCA Inc | $1,001 - $15,000 g | Source |
| 2022-03-22 | 2022-03-07 | Buy | HCA Inc | $1,001 - $15,000 g | Source |
| 2022-03-22 | 2022-03-07 | Buy | CCK Crown Holdings, Inc. | $1,001 - $15,000 f | Source |
| 2022-03-22 | 2022-03-04 | Buy | CCK Crown Holdings, Inc. | $1,001 - $15,000 c | Source |
| 2022-03-04 | 2022-03-03 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2022-03-04 | 2022-03-03 | Buy | Hyatt Hotels | $1,001 - $15,000 c | Source |
| 2022-03-04 | 2022-02-25 | Partial sale | AMT American Tower Corporation | $1,001 - $15,000 d | Source |
| 2022-03-04 | 2022-02-24 | Sale | CIT group | $15,001 - f $50,000 | Source |
| 2022-03-04 | 2022-02-24 | Sale | ProShares Short QQQ | $15,001 - b $50,000 | Source |
| 2022-03-04 | 2022-02-24 | Sale | ProShares Short QQQ | $1,001 - $15,000 f | Source |
| 2022-03-04 | 2022-02-24 | Sale | ProShares Short QQQ | $1,001 - $15,000 e | Source |
Other members from CA
- Gilbert Cisneros Democrat, 2,791 trades
- Scott H. Peters Democrat, 1,022 trades
- Rohit Khanna Democrat, 973 trades
- Judy Chu Democrat, 467 trades
- Zoe Lofgren Democrat, 460 trades
- Nancy Pelosi Democrat, 224 trades
- Susan A. Davis Democrat, 67 trades
- Sara Jacobs Democrat, 66 trades
Members who trade the same stocks
- Gilbert Cisneros Democrat, 84 stocks in common
- K. Michael Conaway Republican, 76 stocks in common
- Alan Armstrong Republican, 76 stocks in common
- Josh Gottheimer Democrat, 69 stocks in common
- Jefferson Shreve Republican, 68 stocks in common
- Rob Bresnahan Republican, 67 stocks in common
- Julie Johnson Democrat, 62 stocks in common
- Thomas MacArthur Republican, 62 stocks in common
Common questions
- Did Alan S. Lowenthal beat the market?
- Copying Alan S. Lowenthal's disclosed stock trades 3 days after each filing returned +11.3% a year on the days the money was invested, against +12.2% for the S&P 500 over the same days: 0.9 percentage points behind the index. This is a hypothetical backtest from 2014-01-14 to 2026-11-09, not investment advice.
- How many stock trades has Alan S. Lowenthal disclosed?
- Alan S. Lowenthal disclosed 1,556 stock transactions between 2014-01-14 and 2022-12-21: 731 purchases and 825 sales.
- Which stocks does Alan S. Lowenthal trade most?
- The most traded stocks in Alan S. Lowenthal's filings are RUN (109), SH (37) and VSLR (34), by number of transactions.
- How quickly does Alan S. Lowenthal report trades?
- The median filing came 11 days after the trade. 76 of 1,574 filings arrived after the 45-day deadline.