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 |
|---|---|---|---|---|---|
| 2016-09-03 | 2016-08-03 | Sale | Neuberger Berger Equity Fdsall Cap Core... | $1,001 - $15,000 | Source |
| 2016-08-13 | 2016-08-10 | Buy | LMT Lockheed Martin Corporation Common Stock | $15,001 - $50,000 | Source |
| 2016-08-13 | 2016-08-08 | Buy | SPY SPDR S&P 500 ETF | $439.99 | Source |
| 2016-08-13 | 2016-08-04 | Buy | SPY SPDR S&P 500 ETF | $1,001 - $15,000 | Source |
| 2016-07-23 | 2016-07-22 | Buy | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2016-07-23 | 2016-07-21 | Buy | SBUX Starbucks Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2016-07-23 | 2016-07-12 | Buy | MRKT Markit Ltd. - Common Shares | $15,001 - $50,000 | Source |
| 2016-07-03 | 2016-06-29 | Buy | BRK.B Berkshire Hathaway Inc. New Common Stock | $15,001 - $50,000 | Source |
| 2016-07-03 | 2016-06-29 | Buy | CHTR Charter Communications, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2016-06-24 | 2016-06-21 | Buy | MSFT Microsoft Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2016-06-24 | 2016-06-16 | Sale | FIS Fidelity National Information Services,... | $15,001 - $50,000 | Source |
| 2016-06-24 | 2016-06-16 | Sale | DAL Delta Air Lines Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2016-06-24 | 2016-06-15 | Sale | VZ Verizon Communications Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-06-24 | 2016-06-13 | Buy | CSCO Cisco Systems, Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2016-06-24 | 2016-06-08 | Buy | Regal Entmt group | $15,001 - $50,000 | Source |
| 2016-06-04 | 2016-05-26 | Buy | Level 3 Fing Inc | $15,001 - $50,000 | Source |
| 2016-06-04 | 2016-05-25 | Buy | CHTR Charter Communications, Inc. - Class A... | $15,001 - $50,000 | Source |
| 2016-06-04 | 2016-05-25 | Sale | CHKP Check Point Software Technologies Ltd. -... | $1,001 - $15,000 | Source |
| 2016-05-20 | 2016-05-17 | Buy | Limited Brands Incsenior | $15,001 - $50,000 | Source |
| 2016-05-20 | 2016-05-12 | Buy | Newell Rubbermaid Inc | $1,001 - $15,000 | Source |
| 2016-05-17 | 2016-05-12 | Buy | Newell Rubbermaid | $15,001 - $50,000 | Source |
| 2016-05-17 | 2016-05-11 | Buy | Wells Fargo & Co | $15,001 - $50,000 | Source |
| 2016-05-17 | 2016-05-11 | Buy | SLM Corp | $15,001 - $50,000 | Source |
| 2016-05-17 | 2016-05-11 | Buy | HCA Inc | $15,001 - $50,000 | Source |
| 2016-05-17 | 2016-05-10 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 | Source |
| 2016-05-17 | 2016-05-10 | Buy | DAL Delta Air Lines Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2016-05-17 | 2016-05-05 | Sale | AMT American Tower Corporation | $319.00 | Source |
| 2016-05-17 | 2016-04-26 | Sale | SSW Seaspan Corporation Seaspan Corporation... | $1,001 - $15,000 | Source |
| 2016-05-17 | 2016-04-21 | Sale | Level 3 Fing | $15,001 - $50,000 | Source |
| 2016-05-17 | 2016-04-19 | Buy | Actavis Fdg Scs | $1,001 - $15,000 | Source |
| 2016-05-09 | 2016-04-26 | Sale | SSW Seaspan Corporation Seaspan Corporation... | $1,001 - $15,000 | Source |
| 2016-05-09 | 2016-04-19 | Buy | TMUS T-Mobile US, Inc. | $15,001 - $50,000 | Source |
| 2016-04-30 | 2016-04-25 | Sale | PRGO Perrigo Company Public Limited Company (NYSE) | $15,001 - $50,000 | Source |
| 2016-04-30 | 2016-04-22 | Buy | DAL Delta Air Lines Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2016-04-30 | 2016-04-20 | Buy | PG Procter & Gamble Company | $1,001 - $15,000 | Source |
| 2016-04-19 | 2016-04-11 | Sale | INTU Intuit Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2016-04-19 | 2016-04-07 | Sale | PCLN The Priceline group Inc. | $1,001 - $15,000 | Source |
| 2016-04-19 | 2016-04-06 | Buy | ICE Intercontinental Exchange Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-04-03 | 2016-03-07 | Buy | Frontier Communications Corp | $1,001 - $15,000 | Source |
| 2016-04-02 | 2016-03-23 | Buy | GS Goldman Sachs Group, Inc. | $1,001 - $15,000 | Source |
| 2016-04-02 | 2016-03-18 | Buy | FIS Fidelity National Information Services,... | $1,001 - $15,000 | Source |
| 2016-03-19 | 2016-03-18 | Buy | FIS Fidelity National Information Services,... | $1,001 - $15,000 | Source |
| 2016-03-19 | 2016-03-17 | Buy | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-03-19 | 2016-03-09 | Buy | ICE Intercontinental Exchange Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-03-19 | 2016-03-07 | Buy | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-03-19 | 2016-03-04 | Buy | PRGO Perrigo Company Public Limited Company (NYSE) | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-03-04 | Buy | PRGO Perrigo Company Public Limited Company (NYSE) | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-03-01 | Buy | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-02-25 | Buy | PRGO Perrigo Company Public Limited Company (NYSE) | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-02-24 | Buy | UPS United Parcel Service, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-02-22 | Buy | GS Goldman Sachs Group, Inc. | $1,001 - $15,000 | Source |
| 2016-03-05 | 2016-02-11 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2016-02-17 | 2016-02-09 | Sale | ITC ITC Holdings Corp. | $1,001 - $15,000 | Source |
| 2016-02-17 | 2016-02-01 | Sale | ITC ITC Holdings Corp. | $1,001 - $15,000 | Source |
| 2016-02-17 | 2016-01-28 | Buy | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-02-11 | Sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-02-09 | Sale | ITC ITC Holdings Corp. | $15,001 - $50,000 | Source |
| 2016-02-12 | 2016-02-09 | Sale | DLPH Delphi Automotive PLC | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-02-05 | Sale | FB Facebook, Inc. | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-02-03 | Sale | SYF Synchrony Financial Common Stock | $15,001 - $50,000 | Source |
| 2016-02-12 | 2016-02-01 | Sale | ITC ITC Holdings Corp. | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-01-29 | Sale | VRSK Verisk Analytics, Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2016-02-12 | 2016-01-26 | Buy | CELG Celgene Corporation | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-01-25 | Buy | GS Goldman Sachs Group, Inc. | $1,001 - $15,000 | Source |
| 2016-02-12 | 2016-01-21 | Buy | MRK Merck & Company, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2016-01-25 | 2016-01-21 | Buy | MRK Merck & Company, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2016-01-25 | 2016-01-20 | Sale | KMB Kimberly-Clark Corporation Common Stock | $15,001 - $50,000 | Source |
| 2016-01-25 | 2016-01-20 | Sale | SHW Sherwin-Williams Company | $1,001 - $15,000 | Source |
| 2016-01-25 | 2016-01-20 | Sale | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-01-25 | 2016-01-20 | Sale | GE GE Aerospace Common Stock | $1,001 - $15,000 | Source |
| 2016-01-25 | 2016-01-20 | Sale | DLPH Delphi Automotive PLC | $1,001 - $15,000 | Source |
| 2016-01-25 | 2016-01-19 | Sale | UNH UnitedHealth Group Incorporated Common Stock | $15,001 - $50,000 | Source |
| 2016-01-25 | 2016-01-19 | Buy | CHKP Check Point Software Technologies Ltd. -... | $1,001 - $15,000 | Source |
| 2016-01-25 | 2016-01-15 | Sale | FDX FedEx Corporation Common Stock | $15,001 - $50,000 | Source |
| 2016-01-25 | 2016-01-15 | Sale | BIDU Baidu, Inc. - American Depositary... | $1,001 - $15,000 | Source |
| 2016-01-21 | 2016-01-14 | Buy | ZTS Zoetis Inc. Class A Common Stock | $1,001 - $15,000 | Source |
| 2016-01-21 | 2016-01-14 | Sale | GOOG Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 | Source |
| 2016-01-21 | 2016-01-14 | Sale | FB Facebook, Inc. | $1,001 - $15,000 | Source |
| 2016-01-21 | 2016-01-14 | Sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-01-14 | 2015-12-29 | Sale | SP Crown Castle Intl Corp | $15,001 - $50,000 | Source |
| 2016-01-13 | 2016-01-07 | Sale | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-29 | Sale | Crown Castle Intl Corp | $15,001 - $50,000 | Source |
| 2016-01-10 | 2016-01-07 | Sale | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-07 | Sale | PYPL PayPal Holdings, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-07 | Buy | Zimmer Holdings INCSR | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-07 | Sale | Paypal Holdings Inccom | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-07 | Sale | Paypal Holdings Inccom | $1,001 - $15,000 | Source |
| 2016-01-10 | 2016-01-06 | Sale | CMG Chipotle Mexican Grill, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2015-12-23 | 2015-12-17 | Sale | TK Teekay Corporation | $1,001 - $15,000 | Source |
| 2015-12-10 | 2015-12-08 | Buy | CMG Chipotle Mexican Grill, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2015-12-10 | 2015-11-30 | Sale | SP Teekay Corp SR | $15,001 - $50,000 | Source |
| 2015-12-05 | 2015-12-01 | Sale | PFE Pfizer, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-12-05 | 2015-11-30 | Sale | Teekay Corp SR | $15,001 - $50,000 | Source |
| 2015-12-05 | 2015-11-25 | Buy | PPG PPG Industries, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2015-12-05 | 2015-11-20 | Buy | VZ Verizon Communications Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-11-19 | 2015-11-17 | Buy | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2015-11-19 | 2015-11-17 | Buy | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2015-11-19 | 2015-11-12 | Buy | Level 3 FINg INC | $15,001 - $50,000 | Source |
| 2015-11-19 | 2015-11-12 | Buy | SYF Synchrony Financial Common Stock | $1,001 - $15,000 | Source |
| 2015-11-19 | 2015-11-12 | Buy | BIDU Baidu, Inc. - American Depositary... | $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.