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 |
|---|---|---|---|---|---|
| 2022-03-04 | 2022-02-24 | Partial sale | ADSK Autodesk, Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2022-03-04 | 2022-02-24 | Sale | CIT group | $1,001 - $15,000 c | Source |
| 2022-03-04 | 2022-02-15 | Sale | Netflix | $15,001 - f $50,000 | Source |
| 2022-03-04 | 2022-02-15 | Sale | Netflix | $1,001 - $15,000 g | Source |
| 2022-03-04 | 2022-02-15 | Sale | Netflix | $1,001 - $15,000 b | Source |
| 2022-02-18 | 2022-02-09 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2022-02-10 | 2022-01-26 | Sale | Wells Fargo & Co | $15,001 - g $50,000 | Source |
| 2022-01-30 | 2022-01-21 | Sale | HD Home Depot, Inc. | $1,001 - $15,000 g | Source |
| 2022-01-30 | 2022-01-21 | Sale | HD Home Depot, Inc. | $1,001 - $15,000 g | Source |
| 2022-01-29 | 2022-01-21 | Sale | HD Home Depot, Inc. | $15,001 - g $50,000 | Source |
| 2022-01-27 | 2022-01-14 | Buy | PSQ ProShares Short QQQ | $15,001 - c $50,000 | Source |
| 2022-01-27 | 2022-01-14 | Partial sale | GOOG Alphabet Inc. - Class C Capital Stock | $15,001 - c $50,000 | Source |
| 2022-01-27 | 2022-01-14 | Buy | PSQ ProShares Short QQQ | $1,001 - $15,000 g | Source |
| 2022-01-27 | 2022-01-14 | Buy | RUN Sunrun Inc. | $1,001 - $15,000 d | Source |
| 2022-01-27 | 2022-01-14 | Buy | PSQ ProShares Short QQQ | $1,001 - $15,000 c | Source |
| 2022-01-27 | 2022-01-14 | Partial sale | GOOG Alphabet Inc. - Class C Capital Stock | $1,001 - $15,000 b | Source |
| 2022-01-25 | 2021-03-02 | Partial sale | DIS Walt Disney Company | $50,001 - f $100,000 | Source |
| 2022-01-21 | 2022-01-07 | Buy | JBI Janus International group, Inc. | $1,001 - $15,000 d | Source |
| 2022-01-21 | 2021-12-30 | Buy | Service Corp Intl | $15,001 - g $50,000 | Source |
| 2022-01-21 | 2021-12-27 | Buy | TMUS T-Mobile US, Inc. | $1,001 - $15,000 g | Source |
| 2022-01-21 | 2021-12-27 | Buy | UBER Uber Technologies, Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2022-01-21 | 2021-03-02 | Partial sale | Individually Owned, 100% Interest | $50,001 - g $100,000 | Source |
| 2022-01-06 | 2021-12-20 | Buy | JBI Janus International group, Inc. | $1,001 - $15,000 g | Source |
| 2021-12-25 | 2021-12-15 | Sale | BKNG Booking Holdings Inc. - Common Stock | $15,001 - e $50,000 | Source |
| 2021-12-25 | 2021-12-15 | Partial sale | IWN iShares Russell 2000 Value ETF | $15,001 - b $50,000 | Source |
| 2021-12-25 | 2021-12-15 | Partial sale | IWN iShares Russell 2000 Value ETF | $1,001 - $15,000 e | Source |
| 2021-12-25 | 2021-12-15 | Partial sale | IWN iShares Russell 2000 Value ETF | $1,001 - $15,000 e | Source |
| 2021-12-25 | 2021-12-15 | Sale | BKNG Booking Holdings Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2021-12-25 | 2021-12-15 | Sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 d | Source |
| 2021-12-25 | 2021-12-15 | Sale | BKNG Booking Holdings Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-12-25 | 2021-12-15 | Sale | ADBE Adobe Inc. - Common Stock | $1,001 - $15,000 c | Source |
| 2021-12-14 | 2021-12-01 | Sale | AZN AstraZeneca PLC - American Depositary Shares | $1,001 - $15,000 g | Source |
| 2021-11-28 | 2021-11-11 | Sale | LZ LegalZoom.com, Inc. | $1,001 - $15,000 g | Source |
| 2021-11-18 | 2021-11-10 | Partial sale | SCI Service Corporation International Common Stock | $1,001 - $15,000 g | Source |
| 2021-11-18 | 2021-11-10 | Partial sale | SCI Service Corporation International Common Stock | $1,001 - $15,000 e | Source |
| 2021-11-18 | 2021-11-09 | Partial sale | SCI Service Corporation International Common Stock | $1,001 - $15,000 g | Source |
| 2021-11-18 | 2021-11-08 | Partial sale | SCI Service Corporation International Common Stock | $1,001 - $15,000 b | Source |
| 2021-11-15 | 2021-11-04 | Buy | DECK Deckers Outdoor Corporation | $15,001 - f $50,000 | Source |
| 2021-11-10 | 2021-11-03 | Buy | Hyatt hotels Corp | $1,001 - $15,000 g | Source |
| 2021-11-10 | 2021-09-10 | Buy | VMWare Inc Note | $15,001 - g $50,000 | Source |
| 2021-11-08 | 2021-10-29 | Sale | Booking Holdings Inc | $1,001 - $15,000 g | Source |
| 2021-11-08 | 2021-10-21 | Partial sale | BX Blackstone Inc. Common Stock | $15,001 - e $50,000 | Source |
| 2021-11-08 | 2021-10-21 | Partial sale | ICE Intercontinental Exchange Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2021-11-08 | 2021-10-19 | Buy | Thermo Fisher Scientific Inc. | $15,001 - f $50,000 | Source |
| 2021-10-16 | 2021-10-06 | Buy | DECK Deckers Outdoor Corporation | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-28 | Buy | Hyatt Hotels Corp Note | $1,001 - $15,000 g | Source |
| 2021-10-07 | 2021-09-27 | Buy | Hyatt Hotels Corp Note | $15,001 - g $50,000 | Source |
| 2021-10-04 | 2021-09-17 | Partial sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 g | Source |
| 2021-09-14 | 2021-09-08 | Buy | VMWare Inc | $15,001 - f $50,000 | Source |
| 2021-09-14 | 2021-08-24 | Buy | T Mobile uSA | $15,001 - g $50,000 | Source |
| 2021-09-14 | 2021-08-23 | Buy | BKNG Booking Holdings Inc. - Common Stock | $15,001 - c $50,000 | Source |
| 2021-09-14 | 2021-08-23 | Sale | GM General Motors Company Common Stock | $15,001 - b $50,000 | Source |
| 2021-09-14 | 2021-08-23 | Sale | GM General Motors Company Common Stock | $1,001 - $15,000 f | Source |
| 2021-09-14 | 2021-08-23 | Sale | GM General Motors Company Common Stock | $1,001 - $15,000 e | Source |
| 2021-09-14 | 2021-08-23 | Buy | BKNG Booking Holdings Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2021-09-14 | 2021-08-23 | Buy | BKNG Booking Holdings Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2021-08-30 | 2021-08-16 | Buy | LZ LegalZoom.com, Inc. | $1,001 - $15,000 e | Source |
| 2021-08-30 | 2021-08-13 | Buy | LZ LegalZoom.com, Inc. | $1,001 - $15,000 c | Source |
| 2021-08-30 | 2021-08-10 | Buy | Kraft Heinz Foods Co | $1,001 - $15,000 g | Source |
| 2021-08-12 | 2021-08-06 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 b | Source |
| 2021-08-12 | 2021-08-05 | Buy | DECK Deckers Outdoor Corporation | $1,001 - $15,000 d | Source |
| 2021-08-12 | 2021-08-04 | Buy | DECK Deckers Outdoor Corporation | $1,001 - $15,000 c | Source |
| 2021-08-12 | 2021-08-03 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 g | Source |
| 2021-08-12 | 2021-08-03 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 e | Source |
| 2021-08-12 | 2021-08-03 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 c | Source |
| 2021-08-12 | 2021-08-03 | Partial sale | BSX Boston Scientific Corporation Common Stock | $1,001 - $15,000 b | Source |
| 2021-08-12 | 2021-08-02 | Buy | DECK Deckers Outdoor Corporation | $1,001 - $15,000 c | Source |
| 2021-08-07 | 2021-07-30 | Buy | DECK Deckers Outdoor Corporation | $1,001 - $15,000 g | Source |
| 2021-07-16 | 2021-07-08 | Partial sale | KRE SPDR S&P Regional Banking ETF | $1,001 - $15,000 g | Source |
| 2021-07-15 | 2021-07-08 | Sale | KRE SPDR S&P Regional Banking ETF | $15,001 - e $50,000 | Source |
| 2021-07-15 | 2021-07-08 | Sale | KRE SPDR S&P Regional Banking ETF | $1,001 - $15,000 g | Source |
| 2021-07-15 | 2021-07-07 | Buy | UBER Uber Technologies, Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2021-07-15 | 2021-07-06 | Sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 g | Source |
| 2021-07-10 | 2021-06-08 | Buy | Kraft Heinz Foods Co | $15,001 - g $50,000 | Source |
| 2021-07-06 | 2021-04-14 | Buy | COIN Coinbase Global, Inc. - Class A Common Stock | $1,001 - $15,000 g | Source |
| 2021-07-05 | 2021-06-24 | Sale | COIN Coinbase Global, Inc. - Class A Common Stock | $1,001 - $15,000 g | Source |
| 2021-06-13 | 2021-06-04 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 f | Source |
| 2021-06-13 | 2021-06-04 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 d | Source |
| 2021-06-13 | 2021-06-03 | Buy | SPGI S&P Global Inc. Common Stock | $15,001 - g $50,000 | Source |
| 2021-06-13 | 2021-06-03 | Sale | FIS Fidelity National Information Services,... | $15,001 - b $50,000 | Source |
| 2021-06-13 | 2021-06-03 | Sale | FIS Fidelity National Information Services,... | $1,001 - $15,000 g | Source |
| 2021-06-13 | 2021-06-03 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 c | Source |
| 2021-06-13 | 2021-06-03 | Sale | FIS Fidelity National Information Services,... | $1,001 - $15,000 b | Source |
| 2021-06-06 | 2021-05-19 | Buy | VRSK Verisk Analytics, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2021-05-24 | 2021-05-14 | Partial sale | KTOS Kratos Defense & Security Solutions, Inc. | $1,001 - $15,000 g | Source |
| 2021-05-24 | 2021-05-12 | Partial sale | KTOS Kratos Defense & Security Solutions, Inc. | $1,001 - $15,000 g | Source |
| 2021-05-24 | 2021-05-11 | Sale | SPCE Virgin galactic Holdings, Inc. | $1,001 - $15,000 f | Source |
| 2021-05-24 | 2021-05-11 | Partial sale | KTOS Kratos Defense & Security Solutions, Inc. | $1,001 - $15,000 b | Source |
| 2021-05-17 | 2021-04-13 | Buy | Service Corp Intl | $1,001 - $15,000 g | Source |
| 2021-05-17 | 2020-11-24 | Sale | Lennar Corp Note Call Make Whole | $15,001 - c $50,000 | Source |
| 2021-05-17 | 2020-10-01 | Sale | Bank Amer Corp MTN Call Make Whole | $1,001 - $15,000 c | Source |
| 2021-05-17 | 2020-07-31 | Sale | CBS OUTDOOR AMERS CAP LLC | $15,001 - g $50,000 | Source |
| 2021-05-17 | 2020-02-03 | Buy | DKNG DraftKings Inc. - Class A | $1,001 - $15,000 g | Source |
| 2021-05-17 | 2020-01-21 | Buy | DKNG DraftKings Inc. - Class A | $1,001 - $15,000 f | Source |
| 2021-05-17 | 2019-12-03 | Sale | Fidelity Natl Information Svcs | $15,001 - f $50,000 | Source |
| 2021-05-17 | 2019-06-20 | Sale | Limited Brands, Inc. | $15,001 - d $50,000 | Source |
| 2021-05-17 | 2019-05-31 | Buy | Outfront Media Inc. Ser B Note 5.625%;... | $15,001 - g $50,000 | Source |
| 2021-04-15 | 2021-04-01 | Buy | CDW LLC / CDW FIN | $1,001 - $15,000 d | Source |
| 2021-04-15 | 2021-03-31 | Sale | Mondelez Intl | $1,001 - $15,000 c | Source |
| 2021-04-15 | 2021-03-03 | Sale | Fidelity Natl Information Svcs | $1,001 - $15,000 c | 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.