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 |
|---|---|---|---|---|---|
| 2017-10-22 | 2017-10-19 | Buy | DWDP DowDuPont Inc. | $1,001 - $15,000 | Source |
| 2017-10-22 | 2017-10-18 | Buy | DWDP DowDuPont Inc. | $15,001 - $50,000 | Source |
| 2017-10-22 | 2017-10-13 | Sale | CMCSA Comcast Corporation - Class A Common Stock | $15,001 - $50,000 | Source |
| 2017-10-10 | 2017-10-05 | Sale | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-10-04 | Buy | SIEGY Siemens Aktiengesellschaft | $15,001 - $50,000 | Source |
| 2017-10-10 | 2017-10-04 | Sale | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-10-04 | Buy | WEX WEX Inc. | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-09-26 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-09-26 | Buy | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-09-25 | Sale | BMY Bristol-Myers Squibb Company Common Stock | $15,001 - $50,000 | Source |
| 2017-10-10 | 2017-09-25 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2017-10-10 | 2017-09-25 | Sale | SLM CORP | $1,001 - $15,000 | Source |
| 2017-09-24 | 2017-08-29 | Buy | Fidelity National | $1,001 - $15,000 | Source |
| 2017-09-02 | 2017-08-29 | Buy | AT&T | $15,001 - $50,000 | Source |
| 2017-08-22 | 2017-08-15 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2017-08-13 | 2017-08-07 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2017-08-13 | 2017-07-27 | Buy | BMY Bristol-Myers Squibb Company Common Stock | $15,001 - $50,000 | Source |
| 2017-07-27 | 2017-07-24 | Buy | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-27 | 2017-07-20 | Buy | APD Air Products and Chemicals, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2017-07-27 | 2017-07-17 | Buy | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2017-07-27 | 2017-07-13 | Buy | Iron Mountain | $15,001 - $50,000 | Source |
| 2017-07-09 | 2017-07-06 | Buy | CIT group Inc | $15,001 - $50,000 | Source |
| 2017-07-09 | 2017-06-30 | Sale | FB Facebook, Inc. | $1,001 - $15,000 | Source |
| 2017-06-29 | 2017-06-28 | Sale | ADBE Adobe Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2017-06-29 | 2017-06-28 | Sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2017-06-29 | 2017-06-28 | Sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-06-29 | 2017-06-20 | Buy | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-06-29 | 2017-06-16 | Sale | COST Costco Wholesale Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2017-06-05 | 2017-05-25 | Buy | ORCL Oracle Corporation Common Stock | $1,001 - $15,000 | Source |
| 2017-06-05 | 2017-05-25 | Sale | INFO IHS Markit Ltd. - Common Shares | $1,001 - $15,000 | Source |
| 2017-06-05 | 2017-05-24 | Buy | ORCL Oracle Corporation Common Stock | $15,001 - $50,000 | Source |
| 2017-06-05 | 2017-05-24 | Buy | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2017-05-26 | 2017-05-17 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2017-05-26 | 2017-05-15 | Sale | GE GE Aerospace Common Stock | $1,001 - $15,000 | Source |
| 2017-05-26 | 2017-05-11 | Buy | ZAYO Zayo Group Holdings, Inc. | $817.21 | Source |
| 2017-05-26 | 2017-05-10 | Sale | INFO IHS Markit Ltd. - Common Shares | $15,001 - $50,000 | Source |
| 2017-05-26 | 2017-05-10 | Sale | GD General Dynamics Corporation Common Stock | $15,001 - $50,000 | Source |
| 2017-05-26 | 2017-05-10 | Buy | ZAYO Zayo Group Holdings, Inc. | $1,001 - $15,000 | Source |
| 2017-05-26 | 2017-05-10 | Sale | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-15 | 2017-05-04 | Buy | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-15 | 2017-05-04 | Buy | Verizon Communications | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-05-03 | Sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-05-03 | Buy | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-05-02 | Sale | MA Mastercard Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-05-02 | Sale | GOOG Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-05-02 | Sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-05-08 | 2017-04-18 | Buy | Wells Fargo Co MTN | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-27 | Buy | ZAYO Zayo Group Holdings, Inc. | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-26 | Buy | ZAYO Zayo Group Holdings, Inc. | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-25 | Buy | ZAYO Zayo Group Holdings, Inc. | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-25 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-25 | Sale | AMT American Tower Corporation | $1,001 - $15,000 | Source |
| 2017-05-06 | 2017-04-21 | Buy | Vornado Realty | $1,001 - $15,000 | Source |
| 2017-04-24 | 2017-04-05 | Buy | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2017-04-24 | 2017-04-04 | Buy | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2017-04-24 | 2017-04-01 | Sale | Zimmer Holdings | $1,001 - $15,000 | Source |
| 2017-03-21 | 2017-03-15 | Buy | EXPE Expedia Group, Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2017-03-21 | 2017-03-08 | Buy | SPY SPDR S&P 500 ETF | $1,001 - $15,000 | Source |
| 2017-03-21 | 2017-03-08 | Sale | SEE Sealed Air Corporation | $1,001 - $15,000 | Source |
| 2017-03-21 | 2017-03-07 | Sale | SEE Sealed Air Corporation | $1,001 - $15,000 | Source |
| 2017-03-07 | 2017-02-28 | Buy | QGEN Qiagen N.V. Common Shares | $1,001 - $15,000 | Source |
| 2017-03-07 | 2017-02-27 | Sale | PG Procter & Gamble Company | $15,001 - $50,000 | Source |
| 2017-03-07 | 2017-02-17 | Sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2017-03-07 | 2017-02-17 | Sale | GOOG Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 | Source |
| 2017-03-07 | 2017-02-15 | Sale | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2017-03-07 | 2017-02-15 | Sale | GS Goldman Sachs Group, Inc. | $1,001 - $15,000 | Source |
| 2017-02-11 | 2017-02-08 | Buy | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2017-02-11 | 2017-01-25 | Sale | AMT American Tower Corporation | $1,001 - $15,000 | Source |
| 2017-01-25 | 2017-01-20 | Sale | XRAY DENTSPLY International Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2017-01-25 | 2017-01-18 | Buy | JNJ Johnson & Johnson Common Stock | $15,001 - $50,000 | Source |
| 2017-01-25 | 2017-01-18 | Sale | VRSK Verisk Analytics, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2017-01-07 | 2017-01-06 | Sale | LDOS Leidos Holdings, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2017-01-07 | 2016-12-19 | Buy | IHS IHS Inc. IHS Inc. Class A | $1,001 - $15,000 | Source |
| 2017-01-07 | 2016-12-19 | Buy | GD General Dynamics Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-12-11 | 2016-12-09 | Sale | Frontier Communications | $1,001 - $15,000 | Source |
| 2016-12-11 | 2016-11-22 | Buy | GD General Dynamics Corporation Common Stock | $15,001 - $50,000 | Source |
| 2016-11-21 | 2016-11-14 | Sale | VZ Verizon Communications Inc. Common Stock | $15,001 - $50,000 | Source |
| 2016-11-21 | 2016-11-14 | Sale | KMB Kimberly-Clark Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-11-21 | 2016-11-11 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-11-21 | 2016-11-10 | Buy | SEE Sealed Air Corporation | $1,001 - $15,000 | Source |
| 2016-11-21 | 2016-11-09 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-11-21 | 2016-11-07 | Buy | FB Facebook, Inc. | $1,001 - $15,000 | Source |
| 2016-11-05 | 2016-11-04 | Sale | WLTW Willis Towers Watson Public Limited... | $1,001 - $15,000 | Source |
| 2016-11-05 | 2016-10-26 | Sale | UPS United Parcel Service, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-10-14 | Buy | XRAY DENTSPLY International Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-10-14 | Sale | VRSK Verisk Analytics, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-10-14 | Sale | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-10-14 | Sale | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-10-11 | Sale | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2016-10-15 | 2016-09-30 | Buy | WLTW Willis Towers Watson Public Limited... | $15,001 - $50,000 | Source |
| 2016-10-15 | 2016-09-30 | Sale | LDOS Leidos Holdings, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-09-30 | 2016-08-08 | Buy | SPY SPDR S&P 500 ETF | $439.99 | Source |
| 2016-09-30 | 2016-08-04 | Buy | SPY SPDR S&P 500 ETF | $1,001 - $15,000 | Source |
| 2016-09-22 | 2016-09-21 | Buy | BRK.B Berkshire Hathaway Inc. New Common Stock | $1,001 - $15,000 | Source |
| 2016-09-22 | 2016-09-12 | Sale | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2016-09-03 | 2016-08-29 | Sale | CVS CVS Health Corporation Common Stock | $15,001 - $50,000 | Source |
| 2016-09-03 | 2016-08-26 | Sale | AGN Allergan plc | $15,001 - $50,000 | Source |
| 2016-09-03 | 2016-08-26 | Sale | AGN Allergan plc | $15,001 - $50,000 | Source |
| 2016-09-03 | 2016-08-22 | Sale | ZTS Zoetis Inc. Class A Common Stock | $15,001 - $50,000 | Source |
| 2016-09-03 | 2016-08-16 | Sale | PYPL PayPal Holdings, Inc. - Common Stock | $15,001 - $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.