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 |
|---|---|---|---|---|---|
| 2018-11-04 | 2018-10-24 | Buy | SRE DBA Sempra Common Stock | $581.31 e | Source |
| 2018-11-04 | 2018-10-24 | Buy | SRE DBA Sempra Common Stock | $348.79 g | Source |
| 2018-11-04 | 2018-10-24 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $207.94 d | Source |
| 2018-11-04 | 2018-10-24 | Buy | SRE DBA Sempra Common Stock | $1,001 - $15,000 e | Source |
| 2018-11-04 | 2018-10-24 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 e | Source |
| 2018-11-04 | 2018-10-24 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 d | Source |
| 2018-11-04 | 2018-10-23 | Sale | DWDP DowDuPont Inc. | $15,001 - c $50,000 | Source |
| 2018-11-04 | 2018-10-23 | Sale | DWDP DowDuPont Inc. | $1,001 - $15,000 c | Source |
| 2018-10-21 | 2018-10-12 | Partial sale | EFX Equifax, Inc. Common Stock | $241.50 e | Source |
| 2018-10-21 | 2018-10-12 | Partial sale | EFX Equifax, Inc. Common Stock | $120.74 g | Source |
| 2018-10-21 | 2018-10-12 | Partial sale | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2018-10-21 | 2018-10-12 | Partial sale | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 e | Source |
| 2018-10-21 | 2018-10-11 | Partial sale | EFX Equifax, Inc. Common Stock | $120.44 c | Source |
| 2018-10-21 | 2018-10-11 | Partial sale | EFX Equifax, Inc. Common Stock | $120.43 c | Source |
| 2018-10-21 | 2018-10-11 | Partial sale | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-10-21 | 2018-10-11 | Partial sale | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-10-03 | 2018-09-27 | Sale | DWDP DowDuPont Inc. | $1,001 - $15,000 g | Source |
| 2018-10-03 | 2018-09-24 | Sale | MLM Martin Marietta Materials, Inc. Common Stock | $15,001 - f $50,000 | Source |
| 2018-10-03 | 2018-09-18 | Buy | Interpublic group | $1,001 - $15,000 g | Source |
| 2018-09-09 | 2018-08-29 | Buy | RHT Red Hat, Inc. (NYSE) | $444.60 d | Source |
| 2018-09-09 | 2018-08-29 | Buy | DOV Dover Corporation Common Stock | $346.92 d | Source |
| 2018-09-09 | 2018-08-29 | Buy | RHT Red Hat, Inc. (NYSE) | $1,001 - $15,000 e | Source |
| 2018-09-09 | 2018-08-29 | Buy | DOV Dover Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2018-09-09 | 2018-08-29 | Buy | HCA Inc | $1,001 - $15,000 c | Source |
| 2018-09-01 | 2018-08-27 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $774.44 c | Source |
| 2018-09-01 | 2018-08-27 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $309.77 c | Source |
| 2018-09-01 | 2018-08-27 | Sale | ADSK Autodesk, Inc. - Common Stock | $309.77 c | Source |
| 2018-09-01 | 2018-08-27 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2018-09-01 | 2018-08-27 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2018-09-01 | 2018-08-20 | Buy | RUN Sunrun Inc. | $405.84 c | Source |
| 2018-09-01 | 2018-08-20 | Buy | RUN Sunrun Inc. | $1,001 - $15,000 g | Source |
| 2018-09-01 | 2018-08-20 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 g | Source |
| 2018-08-21 | 2018-08-15 | Buy | Nielsen Fin LLC | $1,001 - $15,000 g | Source |
| 2018-08-21 | 2018-08-14 | Sale | ADI Analog Devices, Inc. - Common Stock | $190.35 e | Source |
| 2018-08-21 | 2018-08-14 | Sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2018-08-21 | 2018-08-13 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $285.74 c | Source |
| 2018-08-21 | 2018-08-13 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2018-08-21 | 2018-08-13 | Buy | Ares Cap Corp | $1,001 - $15,000 c | Source |
| 2018-08-15 | 2018-08-10 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $94.67 g | Source |
| 2018-08-15 | 2018-08-10 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2018-08-15 | 2018-08-09 | Buy | AT&T Inc | $1,001 - $15,000 d | Source |
| 2018-08-15 | 2018-08-08 | Buy | Ball Corp | $15,001 - e $50,000 | Source |
| 2018-08-15 | 2018-08-08 | Buy | CBS outdoor Amers | $1,001 - $15,000 f | Source |
| 2018-08-15 | 2018-08-08 | Buy | Ball Corp | $1,001 - $15,000 f | Source |
| 2018-08-15 | 2018-08-08 | Buy | Bank American Corp Bond | $1,001 - $15,000 d | Source |
| 2018-08-15 | 2018-08-01 | Partial sale | BIP Brookfield Infrastructure Partners LP... | $1,001 - g $15,000 | Source |
| 2018-08-15 | 2018-07-30 | Sale | RDS.B Royal Dutch Shell PLC Royal Dutch Shell... | $1,001 - g $15,000 | Source |
| 2018-08-15 | 2018-07-30 | Sale | PSX Phillips 66 | $1,001 - g $15,000 | Source |
| 2018-08-14 | 2018-08-01 | Sale | BIP Brookfield Infrastructure Partners LP... | $1,001 - $15,000 c | Source |
| 2018-08-14 | 2018-07-31 | Buy | American Express | $15,001 - c $50,000 | Source |
| 2018-08-14 | 2018-07-31 | Buy | EFX Equifax, Inc. Common Stock | $126.40 f | Source |
| 2018-08-14 | 2018-07-31 | Buy | American Express | $1,001 - $15,000 d | Source |
| 2018-08-14 | 2018-07-31 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-08-14 | 2018-07-30 | Buy | EFX Equifax, Inc. Common Stock | $251.04 c | Source |
| 2018-08-14 | 2018-07-30 | Sale | PSX Phillips 66 | $1,001 - $15,000 g | Source |
| 2018-08-14 | 2018-07-30 | Sale | RDS.B Royal Dutch Shell PLC Royal Dutch Shell... | $1,001 - $15,000 f | Source |
| 2018-08-14 | 2018-07-30 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-08-14 | 2018-07-26 | Buy | FB Facebook, Inc. | $524.78 g | Source |
| 2018-08-14 | 2018-07-25 | Partial sale | KSU Kansas City Southern (NYSE) | $333.37 e | Source |
| 2018-08-14 | 2018-07-24 | Sale | KSU Kansas City Southern (NYSE) | $333.01 d | Source |
| 2018-08-14 | 2018-07-24 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 d | Source |
| 2018-08-14 | 2018-07-23 | Sale | WEX WEX Inc. | $589.10 f | Source |
| 2018-08-14 | 2018-07-23 | Sale | WEX WEX Inc. | $1,001 - $15,000 g | Source |
| 2018-08-14 | 2018-07-23 | Partial sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 e | Source |
| 2018-07-27 | 2018-07-24 | Sale | KSU Kansas City Southern (NYSE) | $333.01 c | Source |
| 2018-07-27 | 2018-07-24 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 c | Source |
| 2018-07-27 | 2018-07-23 | Sale | WEX WEX Inc. | $589.10 c | Source |
| 2018-07-27 | 2018-07-23 | Partial sale | KSU Kansas City Southern (NYSE) | $333.37 c | Source |
| 2018-07-27 | 2018-07-23 | Partial sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 f | Source |
| 2018-07-27 | 2018-07-23 | Sale | WEX WEX Inc. | $1,001 - $15,000 c | Source |
| 2018-07-27 | 2018-07-20 | Buy | RHT Red Hat, Inc. (NYSE) | $592.08 g | Source |
| 2018-07-27 | 2018-07-20 | Sale | APD Air Products and Chemicals, Inc. Common Stock | $15,001 - c $50,000 | Source |
| 2018-07-27 | 2018-07-20 | Buy | RHT Red Hat, Inc. (NYSE) | $1,001 - $15,000 g | Source |
| 2018-07-27 | 2018-07-20 | Sale | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2018-07-27 | 2018-07-19 | Partial sale | APD Air Products and Chemicals, Inc. Common Stock | $464.74 c | Source |
| 2018-07-27 | 2018-07-19 | Partial sale | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-07-27 | 2018-07-11 | Sale | KDP Keurig Dr Pepper Inc. | $240.15 e | Source |
| 2018-07-27 | 2018-07-11 | Sale | KDP Keurig Dr Pepper Inc. | $1,001 - $15,000 e | Source |
| 2018-06-28 | 2018-06-26 | Buy | INFO IHS Markit Ltd. - Common Shares | $616.20 f | Source |
| 2018-06-28 | 2018-06-26 | Buy | Lennar | $15,001 - g $50,000 | Source |
| 2018-06-28 | 2018-06-20 | Buy | INFO IHS Markit Ltd. - Common Shares | $616.20 e | Source |
| 2018-06-10 | 2018-06-05 | Buy | ADI Analog Devices, Inc. - Common Stock | $601.50 d | Source |
| 2018-06-10 | 2018-06-04 | Sale | WEX WEX Inc. | $554.93 g | Source |
| 2018-06-10 | 2018-06-04 | Sale | WEX WEX Inc. | $1,001 - $15,000 g | Source |
| 2018-06-10 | 2018-05-30 | Buy | OLED universal Display Corporation | $399.36 c | Source |
| 2018-06-10 | 2018-05-29 | Buy | BMRN BioMarin Pharmaceutical Inc. | $903.36 d | Source |
| 2018-06-10 | 2018-05-29 | Buy | FB Facebook, Inc. | $371.70 g | Source |
| 2018-05-22 | 2018-05-15 | Sale | GTES Gates Industrial Corporation plc Ordinary Shares | $615.75 c | Source |
| 2018-05-22 | 2018-05-15 | Buy | OLED universal Display Corporation | $1,001 - $15,000 g | Source |
| 2018-05-22 | 2018-05-15 | Sale | GTES Gates Industrial Corporation plc Ordinary Shares | $1,001 - $15,000 f | Source |
| 2018-05-22 | 2018-05-14 | Sale | APY Apergy Corporation | $155.99 d | Source |
| 2018-05-22 | 2018-05-14 | Buy | OLED universal Display Corporation | $1,001 - $15,000 d | Source |
| 2018-05-22 | 2018-05-14 | Sale | APY Apergy Corporation | $1,001 - $15,000 c | Source |
| 2018-05-22 | 2018-05-08 | Buy | DOV Dover Corporation Common Stock | $745.79 g | Source |
| 2018-05-22 | 2018-05-08 | Buy | DOV Dover Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2018-05-22 | 2018-04-30 | Buy | SRE DBA Sempra Common Stock | $112.15 g | Source |
| 2018-05-22 | 2018-04-30 | Buy | SRE DBA Sempra Common Stock | $1,001 - $15,000 e | Source |
| 2018-05-22 | 2018-04-30 | Sale | CCI Crown Castle Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2018-05-22 | 2018-04-24 | Buy | Citigroup Inc | $1,001 - $15,000 g | Source |
| 2018-05-20 | 2018-05-04 | Sale | GD General Dynamics Corporation Common Stock | $15,001 - e $50,000 | 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.