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 |
|---|---|---|---|---|---|
| 2015-11-19 | 2015-11-06 | Sale | HCA HCA Healthcare, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-11-19 | 2015-11-06 | Sale | ATVI Activision Blizzard, Inc - Common Stock | $15,001 - $50,000 | Source |
| 2015-11-19 | 2015-11-05 | Buy | BIDU Baidu, Inc. - American Depositary... | $1,001 - $15,000 | Source |
| 2015-11-19 | 2015-11-04 | Buy | UNP Union Pacific Corporation Common Stock | $1,001 - $15,000 | Source |
| 2015-11-19 | 2015-10-30 | Buy | SCI Service Corporation International Common Stock | $15,001 - $50,000 | Source |
| 2015-11-19 | 2015-10-30 | Buy | PG Procter & Gamble Company | $15,001 - $50,000 | Source |
| 2015-11-02 | 2015-10-08 | Buy | PYPL PayPal Holdings, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-10-31 | 2015-10-13 | Buy | PFE Pfizer, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-10-31 | 2015-10-13 | Sale | JNJ Johnson & Johnson Common Stock | $15,001 - $50,000 | Source |
| 2015-10-31 | 2015-10-13 | Buy | SHW Sherwin-Williams Company | $1,001 - $15,000 | Source |
| 2015-10-31 | 2015-10-09 | Buy | AGN Allergan plc | $1,001 - $15,000 | Source |
| 2015-10-31 | 2015-10-08 | Sale | EBAY eBay Inc. (NASDAQ) | $15,001 - $50,000 | Source |
| 2015-10-08 | 2015-10-07 | Buy | ZTS Zoetis Inc. Class A Common Stock | $15,001 - $50,000 | Source |
| 2015-10-08 | 2015-10-05 | Buy | FDX FedEx Corporation Common Stock | $15,001 - $50,000 | Source |
| 2015-10-08 | 2015-09-28 | Sale | TWX Time Warner Inc. (NYSE) | $15,001 - $50,000 | Source |
| 2015-10-08 | 2015-09-24 | Sale | LNC Lincoln National Corporation | $15,001 - $50,000 | Source |
| 2015-10-08 | 2015-09-24 | Sale | ATVI Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | Source |
| 2015-09-18 | 2015-09-11 | Sale | TEVA Teva Pharmaceutical Industries Limited | $15,001 - $50,000 | Source |
| 2015-09-18 | 2015-09-01 | Buy | PYPL PayPal Holdings, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-08-29 | 2015-08-26 | Buy | HCA HCA Healthcare, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-08-29 | 2015-08-26 | Buy | HCA HCA Healthcare, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2015-08-29 | 2015-08-25 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2015-08-29 | 2015-08-13 | Sale | HOT Starwood Hotels & Resorts Worldwide Inc. | $15,001 - $50,000 | Source |
| 2015-08-18 | 2015-08-12 | Sale | PCLN The Priceline group Inc. | $15,001 - $50,000 | Source |
| 2015-08-18 | 2015-08-05 | Buy | EBAY eBay Inc. (NASDAQ) | $1,001 - $15,000 | Source |
| 2015-08-18 | 2015-07-28 | Sale | HOT Starwood Hotels & Resorts Worldwide Inc. | $1,001 - $15,000 | Source |
| 2015-08-05 | 2015-07-29 | Buy | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-08-05 | 2015-07-27 | Sale | TEVA Teva Pharmaceutical Industries Limited | $15,001 - $50,000 | Source |
| 2015-07-25 | 2015-07-23 | Sale | ORCL Oracle Corporation Common Stock | $15,001 - $50,000 | Source |
| 2015-07-25 | 2015-07-23 | Sale | BIIB Biogen Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-07-25 | 2015-07-20 | Sale | BWA BorgWarner Inc. (NYSE) | $15,001 - $50,000 | Source |
| 2015-07-25 | 2015-07-16 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2015-07-25 | 2015-07-14 | Sale | WSH Willis group Holdings Public Limited | $15,001 - $50,000 | Source |
| 2015-07-25 | 2015-07-07 | Buy | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2015-06-19 | 2015-06-10 | Sale | SP Teekay Corporate Bond | $1,001 - $15,000 | Source |
| 2015-06-13 | 2015-06-11 | Buy | LNC Lincoln National Corporation | $15,001 - $50,000 | Source |
| 2015-06-13 | 2015-06-10 | Sale | TOO Teekay Offshore Partners L.P. Common... | $15,001 - $50,000 | Source |
| 2015-06-13 | 2015-06-10 | Sale | TK Teekay Corporation | $1,001 - $15,000 | Source |
| 2015-06-13 | 2015-06-04 | Sale | IBM International Business Machines... | $15,001 - $50,000 | Source |
| 2015-06-13 | 2015-06-04 | Buy | EBAY eBay Inc. (NASDAQ) | $15,001 - $50,000 | Source |
| 2015-06-13 | 2015-06-01 | Buy | ADBE Adobe Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2015-06-13 | 2015-06-01 | Sale | ODFL Old Dominion Freight Line, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-05-23 | 2015-05-22 | Sale | STWD STARWOOD PROPERTY TRUST, INC. Starwood... | $15,001 - $50,000 | Source |
| 2015-05-23 | 2015-05-22 | Buy | KMB Kimberly-Clark Corporation Common Stock | $15,001 - $50,000 | Source |
| 2015-05-10 | 2015-04-15 | Buy | ACT Actavis plc (NYSE) | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-10-03 | Sale | INTU Intuit Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-07-18 | Sale | ESRX Express Scripts Holding Company (NASDAQ) | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-07-17 | Sale | ESRX Express Scripts Holding Company (NASDAQ) | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-06-04 | Sale | BCR C.R. Bard, Inc. | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-05-16 | Sale | GBDC Golub Capital BDC, Inc. | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-05-16 | Sale | NMFC New Mountain Finance Corporation | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-05-05 | Sale | JPM JP Morgan Chase & Co. Common Stock | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-05-05 | Sale | EBAY eBay Inc. (NASDAQ) | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-05-02 | Buy | VRSK Verisk Analytics, Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-04-30 | Buy | SP Nielsen Fin LLC/Nielsen Fin | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-04-15 | Buy | SP Crown Castle Intl Corp | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-04-15 | Sale | SP Regency Energy Partners LP | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-03-11 | Sale | SP Regal Cinemas Corp gTd SR | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-03-04 | Sale | BA Boeing Company | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-02-18 | Sale | KSU Kansas City Southern (NYSE) | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-02-14 | Sale | EEQ Enbridge Energy Management LLC Shares... | $15,001 - $50,000 | Source |
| 2015-05-05 | 2014-02-14 | Sale | KMP Kinder Morgan Energy Partners (KMP) | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-02-03 | Buy | SWAY Starwood Waypoint Residential Trust | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-01-15 | Buy | IHS IHS Inc. IHS Inc. Class A | $1,001 - $15,000 | Source |
| 2015-05-05 | 2014-01-07 | Buy | INTU Intuit Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2015-05-02 | 2015-04-20 | Buy | COST Costco Wholesale Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2015-05-02 | 2015-04-20 | Sale | COO The Cooper Companies, Inc. | $15,001 - $50,000 | Source |
| 2015-05-02 | 2015-04-15 | Buy | BIIB Biogen Inc. - Common Stock | $15,001 - $50,000 | Source |
| 2015-05-02 | 2015-04-15 | Buy | FB Facebook, Inc. | $1,001 - $15,000 | Source |
| 2015-05-02 | 2015-04-15 | Buy | ACT Actavis plc (NYSE) | $1,001 - $15,000 | Source |
| 2015-05-01 | 2014-06-25 | Buy | INTU Intuit Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-05-01 | 2014-06-17 | Buy | IACI IAC/InterActiveCorp | $15,001 - $50,000 | Source |
| 2015-05-01 | 2014-06-05 | Buy | CMCSK Comcast Corporation - Class A Special | $15,001 - $50,000 | Source |
| 2015-05-01 | 2014-06-04 | Sale | BCR C.R. Bard, Inc. | $1,001 - $15,000 | Source |
| 2015-05-01 | 2014-06-03 | Sale | BCR C.R. Bard, Inc. | $1,001 - $15,000 | Source |
| 2015-04-12 | 2015-03-30 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $15,001 - $50,000 | Source |
| 2015-04-12 | 2015-03-30 | Buy | ODFL Old Dominion Freight Line, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-04-12 | 2015-03-27 | Buy | WSH Willis group Holdings Public Limited | $15,001 - $50,000 | Source |
| 2015-04-12 | 2015-03-24 | Sale | IHS IHS Inc. IHS Inc. Class A | $15,001 - $50,000 | Source |
| 2015-04-12 | 2015-03-24 | Buy | HOT Starwood Hotels & Resorts Worldwide Inc. | $1,001 - $15,000 | Source |
| 2015-04-12 | 2015-03-23 | Buy | PCLN The Priceline group Inc. | $1,001 - $15,000 | Source |
| 2015-04-12 | 2015-03-12 | Sale | NEE NextEra Energy, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-03-22 | 2015-03-19 | Buy | GE GE Aerospace Common Stock | $15,001 - $50,000 | Source |
| 2015-03-22 | 2015-03-13 | Buy | TWX Time Warner Inc. (NYSE) | $15,001 - $50,000 | Source |
| 2015-03-22 | 2015-03-12 | Sale | AMT American Tower Corporation | $15,001 - $50,000 | Source |
| 2015-03-16 | 2015-03-10 | Sale | TRGP Targa Resources, Inc. Common Stock | $15,001 - $50,000 | Source |
| 2015-03-16 | 2015-03-10 | Sale | ITC ITC Holdings Corp. | $1,001 - $15,000 | Source |
| 2015-03-01 | 2015-02-24 | Buy | IBM International Business Machines... | $15,001 - $50,000 | Source |
| 2015-03-01 | 2015-02-19 | Buy | PCLN The Priceline group Inc. | $15,001 - $50,000 | Source |
| 2015-03-01 | 2015-02-18 | Buy | ACT Actavis plc (NYSE) | $1,001 - $15,000 | Source |
| 2015-02-22 | 2015-02-10 | Buy | CVS CVS Health Corporation Common Stock | $15,001 - $50,000 | Source |
| 2015-02-10 | 2015-01-29 | Sale | ITC ITC Holdings Corp. | $1,001 - $15,000 | Source |
| 2015-01-25 | 2015-01-22 | Buy | ORCL Oracle Corporation Common Stock | $15,001 - $50,000 | Source |
| 2015-01-25 | 2015-01-22 | Sale | SDLP seadrill Partners llC Common units... | $1,001 - $15,000 | Source |
| 2015-01-25 | 2015-01-13 | Sale | SNDK Sandisk Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2015-01-25 | 2015-01-06 | Buy | JPM JP Morgan Chase & Co. Common Stock | $15,001 - $50,000 | Source |
| 2015-01-14 | 2014-12-24 | Buy | HOT Starwood Hotels & Resorts Worldwide Inc. | $15,001 - $50,000 | Source |
| 2015-01-14 | 2014-12-19 | Buy | TEVA Teva Pharmaceutical Industries Limited | $15,001 - $50,000 | Source |
| 2015-01-14 | 2014-12-19 | Buy | MA Mastercard Incorporated Common Stock | $15,001 - $50,000 | Source |
| 2014-12-26 | 2014-12-16 | Sale | CPN Calpine Corporation | $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.