Congress WatchAlan 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
1,556transactions
731purchases
825sales
11 dmedian delay to file
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.
+11.3%copied holdings, per year
+12.2%S&P 500, same days
82%avg share invested
308trades executed
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 |
|---|---|---|---|---|---|
| 2019-03-18 | 2019-03-04 | Buy | BKI Black Knight, Inc. | $1,001 - $15,000 e | Source |
| 2019-03-18 | 2019-03-01 | Buy | BKI Black Knight, Inc. | $525.16 g | Source |
| 2019-03-18 | 2019-03-01 | Buy | BKI Black Knight, Inc. | $210.06 c | Source |
| 2019-03-18 | 2019-03-01 | Buy | BKI Black Knight, Inc. | $1,001 - $15,000 f | Source |
| 2019-03-18 | 2019-03-01 | Sale | DEA Easterly government Properties, Inc. | $1,001 - $15,000 c | Source |
| 2019-03-18 | 2019-02-28 | Sale | ATVI Activision Blizzard, Inc - Common Stock | $757.25 c | Source |
| 2019-03-18 | 2019-02-28 | Buy | LLY Eli Lilly and Company Common Stock | $1,001 - $15,000 f | Source |
| 2019-03-18 | 2019-02-28 | Buy | LLY Eli Lilly and Company Common Stock | $1,001 - $15,000 c | Source |
| 2019-03-18 | 2019-02-28 | Sale | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 c | Source |
| 2019-03-18 | 2019-02-26 | Sale | RHT Red Hat, Inc. (NYSE) | $1,001 - $15,000 c | Source |
| 2019-03-18 | 2019-02-25 | Partial sale | OLED universal Display Corporation | $147.24 d | Source |
| 2019-03-18 | 2019-02-25 | Partial sale | OLED universal Display Corporation | $1,001 - $15,000 f | Source |
| 2019-02-23 | 2019-02-20 | Sale | CHTR Charter Communications, Inc. - Class A... | $350.01 g | Source |
| 2019-02-23 | 2019-02-20 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 g | Source |
| 2019-02-23 | 2019-02-19 | Partial sale | CHTR Charter Communications, Inc. - Class A... | $700.12 c | Source |
| 2019-02-23 | 2019-02-19 | Partial sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 c | Source |
| 2019-02-23 | 2019-02-15 | Buy | NVS Novartis AG Common Stock | $896.59 g | Source |
| 2019-02-23 | 2019-02-15 | Buy | NVS Novartis AG Common Stock | $268.98 f | Source |
| 2019-02-23 | 2019-02-15 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $160.17 g | Source |
| 2019-02-23 | 2019-02-15 | Sale | ADSK Autodesk, Inc. - Common Stock | $160.17 c | Source |
| 2019-02-23 | 2019-02-15 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - g $15,000 | Source |
| 2019-02-23 | 2019-02-15 | Buy | NVS Novartis AG Common Stock | $1,001 - $15,000 f | Source |
| 2019-02-23 | 2019-02-15 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-23 | 2019-02-14 | Buy | MSFT Microsoft Corporation - Common Stock | $107.06 g | Source |
| 2019-02-23 | 2019-02-14 | Buy | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 g | Source |
| 2019-02-23 | 2019-02-13 | Sale | DOV Dover Corporation Common Stock | $722.02 d | Source |
| 2019-02-23 | 2019-02-13 | Partial sale | SCI Service Corporation International Common Stock | $224.01 e | Source |
| 2019-02-23 | 2019-02-13 | Sale | SCI Service Corporation International Common Stock | $224.01 c | Source |
| 2019-02-23 | 2019-02-13 | Partial sale | SCI Service Corporation International Common Stock | $1,001 - e $15,000 | Source |
| 2019-02-23 | 2019-02-13 | Sale | DOV Dover Corporation Common Stock | $1,001 - $15,000 d | Source |
| 2019-02-23 | 2019-02-13 | Sale | SCI Service Corporation International Common Stock | $1,001 - $15,000 c | Source |
| 2019-02-09 | 2019-02-04 | Buy | CI The Cigna Group Common Stock | $767.05 c | Source |
| 2019-02-09 | 2019-02-04 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 f | Source |
| 2019-02-09 | 2019-02-01 | Buy | FB Facebook, Inc. | $833.47 e | Source |
| 2019-02-09 | 2019-01-29 | Buy | Morgan Stanley | $1,001 - $15,000 f | Source |
| 2019-02-09 | 2019-01-24 | Sale | Bank of America | $15,001 - c $50,000 | Source |
| 2019-02-09 | 2019-01-24 | Sale | Bank of America | $1,001 - $15,000 e | Source |
| 2019-01-19 | 2018-12-31 | Buy | HD Home Depot, Inc. | $686.21 f | Source |
| 2019-01-19 | 2018-12-31 | Buy | HD Home Depot, Inc. | $1,001 - $15,000 f | Source |
| 2019-01-19 | 2018-12-26 | Partial sale | DOV Dover Corporation Common Stock | $676.20 c | Source |
| 2019-01-19 | 2018-12-26 | Partial sale | DOV Dover Corporation Common Stock | $67.61 c | Source |
| 2019-01-19 | 2018-12-26 | Buy | RUN Sunrun Inc. | $532.97 g | Source |
| 2019-01-19 | 2018-12-26 | Buy | RUN Sunrun Inc. | $21.32 g | Source |
| 2019-01-19 | 2018-12-26 | Partial sale | DOV Dover Corporation Common Stock | $202.85 c | Source |
| 2019-01-19 | 2018-12-26 | Partial sale | DOV Dover Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2019-01-19 | 2018-12-24 | Buy | RUN Sunrun Inc. | $72.80 c | Source |
| 2019-01-19 | 2018-12-24 | Buy | RUN Sunrun Inc. | $1,001 - $15,000 c | Source |
| 2018-12-30 | 2018-12-21 | Buy | RUN Sunrun Inc. | $149.68 f | Source |
| 2018-12-30 | 2018-12-21 | Buy | RUN Sunrun Inc. | $1,001 - $15,000 e | Source |
| 2018-12-30 | 2018-12-20 | Sale | ZAYO Zayo Group Holdings, Inc. | $715.45 c | Source |
| 2018-12-30 | 2018-12-20 | Sale | FB Facebook, Inc. | $659.69 c | Source |
| 2018-12-30 | 2018-12-20 | Sale | ZAYO Zayo Group Holdings, Inc. | $1,001 - $15,000 f | Source |
| 2018-12-30 | 2018-12-14 | Buy | CI The Cigna Group Common Stock | $1,001 - $15,000 g | Source |
| 2018-12-30 | 2018-12-04 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-12-30 | 2018-11-30 | Buy | NVS Novartis AG Common Stock | $909.75 g | Source |
| 2018-12-12 | 2018-11-14 | Partial sale | BLK BlackRock, Inc. Common Stock | $1,001 - g $15,000 | Source |
| 2018-12-12 | 2018-11-14 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - e $15,000 | Source |
| 2018-12-12 | 2018-11-14 | Partial sale | BIP Brookfield Infrastructure Partners LP... | $1,001 - e $15,000 | Source |
| 2018-12-12 | 2018-11-14 | Sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 f | Source |
| 2018-12-12 | 2018-11-14 | Sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-12-12 | 2018-11-14 | Sale | BIP Brookfield Infrastructure Partners LP... | $1,001 - $15,000 c | Source |
| 2018-12-11 | 2018-12-06 | Partial sale | OLED universal Display Corporation | $195.09 e | Source |
| 2018-12-11 | 2018-12-06 | Partial sale | OLED universal Display Corporation | $1,001 - e $15,000 | Source |
| 2018-12-11 | 2018-12-03 | Buy | IEMG iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 d | Source |
| 2018-12-11 | 2018-11-30 | Buy | NVS Novartis AG Common Stock | $1,001 - $15,000 c | Source |
| 2018-12-11 | 2018-11-29 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 g | Source |
| 2018-12-11 | 2018-11-29 | Buy | NVS Novartis AG Common Stock | $1,001 - $15,000 g | Source |
| 2018-12-11 | 2018-11-27 | Sale | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 d | Source |
| 2018-12-09 | 2018-12-06 | Sale | OLED universal Display Corporation | $195.09 c | Source |
| 2018-12-09 | 2018-12-06 | Sale | OLED universal Display Corporation | $1,001 - $15,000 c | Source |
| 2018-12-09 | 2018-12-04 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $658.03 c | Source |
| 2018-12-09 | 2018-12-04 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2018-12-09 | 2018-12-03 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $826.80 c | Source |
| 2018-12-09 | 2018-12-03 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $15,001 - g $50,000 | Source |
| 2018-12-09 | 2018-12-03 | Buy | IEMG iShares Core MSCI Emerging Markets ETF | $15,001 - c $50,000 | Source |
| 2018-12-09 | 2018-12-03 | Buy | IEMG iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 d | Source |
| 2018-12-09 | 2018-11-30 | Buy | NVS Novartis AG Common Stock | $363.90 g | Source |
| 2018-12-09 | 2018-11-30 | Buy | NVS Novartis AG Common Stock | $1,001 - $15,000 e | Source |
| 2018-12-09 | 2018-11-29 | Buy | NVS Novartis AG Common Stock | $816.61 d | Source |
| 2018-12-09 | 2018-11-29 | Buy | NVS Novartis AG Common Stock | $15,001 - c $50,000 | Source |
| 2018-12-09 | 2018-11-20 | Sale | EFX Equifax, Inc. Common Stock | $805.35 g | Source |
| 2018-12-09 | 2018-11-20 | Sale | EFX Equifax, Inc. Common Stock | $15,001 - f $50,000 | Source |
| 2018-11-20 | 2018-11-13 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - e $15,000 | Source |
| 2018-11-20 | 2018-11-13 | Sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 e | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $652.28 g | Source |
| 2018-11-20 | 2018-11-12 | Sale | ADSK Autodesk, Inc. - Common Stock | $652.28 c | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - g $15,000 | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - e $15,000 | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - e $15,000 | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 f | Source |
| 2018-11-20 | 2018-11-12 | Sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 e | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 c | Source |
| 2018-11-20 | 2018-11-12 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2018-11-17 | 2018-11-07 | Buy | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2018-11-17 | 2018-11-02 | Buy | OLED universal Display Corporation | $201.76 e | Source |
| 2018-11-17 | 2018-11-02 | Buy | OLED universal Display Corporation | $1,001 - $15,000 c | Source |
| 2018-11-17 | 2018-10-29 | Sale | APTV Aptiv PLC Ordinary Shares | $15,001 - c $50,000 | Source |
| 2018-11-17 | 2018-10-29 | Sale | APTV Aptiv PLC Ordinary Shares | $1,001 - $15,000 c | Source |
| 2018-11-04 | 2018-10-25 | Buy | SRE DBA Sempra Common Stock | $230.01 f | Source |
| 2018-11-04 | 2018-10-25 | Buy | SRE DBA Sempra Common Stock | $1,001 - $15,000 g | 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.