Paul Lountzis - Lountzis Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 31, 2025 | |
| Total Stocks | 53 | |
| Portfolio Value | $284.06M |
Lountzis Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2021Sep 30, 2021 | PGR Progressive Corporation (The) | Sell | -4,399-4.5% |
Q3 2021Sep 30, 2021 | BRO Brown & Brown, Inc. | Sell | -14,750-8.9% |
Q2 2021Jun 30, 2021 | ALOT AstroNova, Inc. | Buy - Position Entry | +7,054 |
Q2 2021Jun 30, 2021 | WFC Wells Fargo & Company | Buy | +810+0.3% |
Q2 2021Jun 30, 2021 | USB U.S. Bancorp | Buy | +725+0.4% |
Q2 2021Jun 30, 2021 | BK The Bank of New York Mellon Cor | Buy | +675+1.0% |
Q2 2021Jun 30, 2021 | BRO Brown & Brown, Inc. | Buy | +585+0.4% |
Q2 2021Jun 30, 2021 | PEP Pepsico, Inc. | Buy | +325+0.8% |
Q2 2021Jun 30, 2021 | ZTS Zoetis Inc. | Buy | +200+0.4% |
Q2 2021Jun 30, 2021 | MLM Martin Marietta Materials, Inc. | Buy | +170+1.3% |
Q2 2021Jun 30, 2021 | FRFHF Fairfax Financial Holdings Ltd. | Buy | +75+9.5% |
Q2 2021Jun 30, 2021 | GOOGL Alphabet Inc. | Sell | -1-0.0% |
Q2 2021Jun 30, 2021 | ORCL Oracle Corporation | Sell | -20-0.0% |
Q2 2021Jun 30, 2021 | AMAT Applied Materials, Inc. | Sell | -25-0.0% |
Q2 2021Jun 30, 2021 | MA Mastercard Incorporated | Sell | -100-17.7% |
Q2 2021Jun 30, 2021 | UNH UnitedHealth Group Incorporated | Sell | -270-2.2% |
Q2 2021Jun 30, 2021 | LOW Lowe's Companies, Inc. | Sell | -1,000-4.8% |
Q2 2021Jun 30, 2021 | PGR Progressive Corporation (The) | Sell | -1,120-1.1% |
Q2 2021Jun 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,697-1.1% |
Q1 2021Mar 31, 2021 | DNP DNP Select Income Fund, Inc. | Buy - Position Entry | +1,350 |
Q1 2021Mar 31, 2021 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +1,050 |
Q1 2021Mar 31, 2021 | PPL PPL Corporation | Buy - Position Entry | +500 |
Q1 2021Mar 31, 2021 | KTB Kontoor Brands, Inc. | Buy - Position Entry | +342 |
Q1 2021Mar 31, 2021 | DUK Duke Energy Corporation (Holdin | Buy - Position Entry | +333 |
Q1 2021Mar 31, 2021 | PENN PENN Entertainment, Inc. | Buy | +1+0.1% |
Q1 2021Mar 31, 2021 | BRK-A Berkshire Hathaway Inc. | Sell - Position Exit | -1-100.0% |
Q1 2021Mar 31, 2021 | GOOGL Alphabet Inc. | Sell | -16-0.7% |
Q1 2021Mar 31, 2021 | UNH UnitedHealth Group Incorporated | Sell | -64-0.5% |
Q1 2021Mar 31, 2021 | FRFHF Fairfax Financial Holdings Ltd. | Sell | -75-8.7% |
Q1 2021Mar 31, 2021 | AXP American Express Company | Sell - Position Exit | -96-100.0% |