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 |
|---|---|---|---|---|---|
| 2018-05-20 | 2018-05-04 | Sale | GD General Dynamics Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2018-05-20 | 2018-05-03 | Buy | Verizon Communications | $15,001 - d $50,000 | Source |
| 2018-05-09 | 2018-01-09 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - g $15,000 | Source |
| 2018-05-03 | 2018-04-27 | Buy | SRE DBA Sempra Common Stock | $15,001 - g $50,000 | Source |
| 2018-05-03 | 2018-04-27 | Buy | SRE DBA Sempra Common Stock | $1,001 - $15,000 c | Source |
| 2018-05-03 | 2018-04-27 | Buy | BMRN BioMarin Pharmaceutical Inc. | $1,001 - $15,000 c | Source |
| 2018-05-03 | 2018-04-26 | Buy | EFX Equifax, Inc. Common Stock | $231.65 c | Source |
| 2018-05-03 | 2018-04-26 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2018-05-03 | 2018-04-26 | Buy | BMRN BioMarin Pharmaceutical Inc. | $1,001 - $15,000 c | Source |
| 2018-05-03 | 2018-04-25 | Partial sale | CHTR Charter Communications, Inc. - Class A... | $299.14 c | Source |
| 2018-05-03 | 2018-04-25 | Partial sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 f | Source |
| 2018-04-07 | 2018-03-29 | Sale | CSCO Cisco Systems, Inc. - Common Stock | $41.89 | Source |
| 2018-04-07 | 2018-03-29 | Sale | MSFT Microsoft Corporation - Common Stock | $360.40 | Source |
| 2018-04-07 | 2018-03-29 | Sale | CSCO Cisco Systems, Inc. - Common Stock | $360.40 | Source |
| 2018-04-07 | 2018-03-29 | Sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2018-04-07 | 2018-03-29 | Sale | CSCO Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-03-27 | 2018-03-20 | Sale | OUT OUTFRONT Media Inc. | $1,001 - $15,000 | Source |
| 2018-03-27 | 2018-02-28 | Sale | Constellation Brands Inc | $15,001 - $50,000 | Source |
| 2018-03-21 | 2018-03-19 | Sale | SIEGY Siemens Aktiengesellschaft | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-16 | Buy | SP Constellation Brands | $15,001 - $50,000 | Source |
| 2018-03-21 | 2018-03-15 | Buy | EFX Equifax, Inc. Common Stock | $985.93 | Source |
| 2018-03-21 | 2018-03-14 | Buy | SP Level 3 Fing | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-12 | Sale | Actavis Fdg | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-08 | Buy | SP Zimmer Biomet Hldgs Inc | $15,001 - $50,000 | Source |
| 2018-03-21 | 2018-03-08 | Buy | Zimmer Biomet Hldgs inc | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-08 | Buy | SP Zimmer Biomet Hldgs inc | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-06 | Buy | CVS Health Corp | $1,001 - $15,000 | Source |
| 2018-03-21 | 2018-03-01 | Sale | ORCL Oracle Corporation Common Stock | $746.43 | Source |
| 2018-03-20 | 2018-03-16 | Buy | Level 3 Fing | $1,001 - $15,000 | Source |
| 2018-03-20 | 2018-03-14 | Buy | Constellation Brands | $15,001 - $50,000 | Source |
| 2018-03-20 | 2018-03-09 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-03-20 | 2018-03-08 | Buy | Zimmer Biomet Hldgs Inc | $15,001 - $50,000 | Source |
| 2018-03-20 | 2018-03-07 | Buy | unitedHealth group Inc | $15,001 - $50,000 | Source |
| 2018-03-20 | 2018-03-01 | Sale | ORCL Oracle Corporation Common Stock | $1,001 - $15,000 | Source |
| 2018-03-20 | 2018-02-28 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-03-20 | 2018-02-27 | Buy | EFX Equifax, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-02-18 | 2018-02-09 | Buy | Celgene Corp | $15,001 - $50,000 | Source |
| 2018-02-04 | 2018-01-30 | Buy | GTES Gates Industrial Corporation plc Ordinary Shares | $781.64 | Source |
| 2018-02-04 | 2018-01-30 | Sale | ORCL Oracle Corporation Common Stock | $766.25 | Source |
| 2018-02-04 | 2018-01-30 | Sale | ORCL Oracle Corporation Common Stock | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-30 | Sale | ORCL Oracle Corporation Common Stock | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-29 | Buy | DPS Dr Pepper Snapple Group, Inc. | $15,001 - $50,000 | Source |
| 2018-02-04 | 2018-01-29 | Buy | DPS Dr Pepper Snapple Group, Inc. | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-25 | Buy | GTES Gates Industrial Corporation plc Ordinary Shares | $15,001 - $50,000 | Source |
| 2018-02-04 | 2018-01-25 | Buy | Citigroup Inc | $15,001 - $50,000 | Source |
| 2018-02-04 | 2018-01-24 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-24 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-24 | Buy | Priceline group | $1,001 - $15,000 | Source |
| 2018-02-04 | 2018-01-23 | Buy | Fidelity National Inform | $15,001 - $50,000 | Source |
| 2018-02-04 | 2018-01-22 | Buy | BSX Boston Scientific Corporation Common Stock | $962.57 | Source |
| 2018-01-23 | 2018-01-05 | Sale | OREX Orexigen Therapeutics, Inc. | $11.99 | Source |
| 2018-01-23 | 2018-01-05 | Sale | FIT Fitbit, Inc. Class A | $1,001 - $15,000 | Source |
| 2018-01-21 | 2018-01-19 | Buy | Level 3 Fing Inc | $1,001 - $15,000 | Source |
| 2018-01-21 | 2018-01-18 | Buy | BMRN BioMarin Pharmaceutical Inc. | $1,001 - $15,000 | Source |
| 2018-01-21 | 2018-01-17 | Buy | BMRN BioMarin Pharmaceutical Inc. | $1,001 - $15,000 | Source |
| 2018-01-21 | 2018-01-17 | Buy | HCA Incsr Secd | $1,001 - $15,000 | Source |
| 2018-01-21 | 2018-01-12 | Buy | Constellation Brands Inc Note | $15,001 - $50,000 | Source |
| 2018-01-21 | 2018-01-12 | Buy | CVS Health Corp Note | $15,001 - $50,000 | Source |
| 2018-01-21 | 2018-01-11 | Buy | Ares Cap Corp Note | $15,001 - $50,000 | Source |
| 2018-01-21 | 2018-01-09 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | CELG Celgene Corporation | $838.78 | Source |
| 2018-01-09 | 2018-01-08 | Sale | MRK Merck & Company, Inc. Common Stock | $567.58 | Source |
| 2018-01-09 | 2018-01-08 | Sale | ADSK Autodesk, Inc. - Common Stock | $111.52 | Source |
| 2018-01-09 | 2018-01-08 | Sale | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | EXPE Expedia Group, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-08 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-05 | Sale | RDS.B Royal Dutch Shell PLC Royal Dutch Shell... | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-05 | Sale | PSX Phillips 66 | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-05 | Sale | LNG Cheniere Energy, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-05 | Sale | DLPH Delphi Automotive PLC | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-05 | Buy | APTV Aptiv PLC Ordinary Shares | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | AAPL Apple Inc. - Common Stock | $512.23 | Source |
| 2018-01-09 | 2018-01-02 | Sale | MA Mastercard Incorporated Common Stock | $152.12 | Source |
| 2018-01-09 | 2018-01-02 | Sale | BLK BlackRock, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | MA Mastercard Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | BIP Brookfield Infrastructure Partners LP... | $1,001 - $15,000 | Source |
| 2018-01-09 | 2018-01-02 | Sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2018-01-09 | 2017-12-27 | Sale | Vornado Realty | $1,001 - $15,000 | Source |
| 2017-12-28 | 2017-12-14 | Buy | BSX Boston Scientific Corporation Common Stock | $15,001 - $50,000 | Source |
| 2017-12-14 | 2017-12-08 | Buy | APTV Aptiv PLC Ordinary Shares | $1,001 - $15,000 | Source |
| 2017-12-14 | 2017-12-06 | Sale | SIEGY Siemens Aktiengesellschaft | $15,001 - $50,000 | Source |
| 2017-12-14 | 2017-12-04 | Buy | DLPH Delphi Automotive PLC | $15,001 - $50,000 | Source |
| 2017-12-14 | 2017-12-04 | Buy | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-12-14 | 2017-11-30 | Buy | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-15 | Buy | MLM Martin Marietta Materials, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-14 | Buy | MLM Martin Marietta Materials, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-10 | Sale | EXPE Expedia Group, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-09 | Sale | SBUX Starbucks Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2017-11-22 | 2017-11-09 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-09 | Sale | EXPE Expedia Group, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-11-22 | 2017-11-08 | Sale | MRK Merck & Company, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2017-11-06 | 2017-11-02 | Sale | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2017-11-06 | 2017-10-26 | Buy | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2017-11-06 | 2017-10-25 | Sale | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | 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.