CapWealth Advisors’s Lowe's Companies LOW Stock Holding History

CapWealth Advisors’s Portfolio LOW Stock Details LOW Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$444K	Hold	2,000	–	–	0.04%	73
2025 Q1	$466K	Sell	2,000 -15	-0.7%	-$3.5K	0.05%	71
2024 Q4	$497K	Buy	2,015 +15	+0.8%	+$3.7K	0.05%	71
2024 Q3	$542K	Hold	2,000	–	–	0.06%	70
2024 Q2	$441K	Hold	2,000	–	–	0.06%	66
2024 Q1	$509K	Hold	2,000	–	–	0.06%	66
2023 Q4	$445K	Hold	2,000	–	–	0.05%	69
2023 Q3	$416K	Sell	2,000 -82	-4%	-$17K	0.05%	76
2023 Q2	$470K	Buy	2,082 +82	+4%	+$18.5K	0.06%	73
2023 Q1	$400K	Hold	2,000	–	–	0.05%	80
2022 Q4	$398K	Hold	2,000	–	–	0.05%	85
2022 Q3	$376K	Sell	2,000 -144	-7%	-$27.1K	0.05%	82
2022 Q2	$374K	Buy	2,144 +144	+7%	+$25.1K	0.05%	88
2022 Q1	$404K	Hold	2,000	–	–	0.04%	95
2021 Q4	$517K	Hold	2,000	–	–	0.05%	90
2021 Q3	$406K	Hold	2,000	–	–	0.04%	88
2021 Q2	$388K	Hold	2,000	–	–	0.04%	89
2021 Q1	$380K	Hold	2,000	–	–	0.04%	85
2020 Q4	$321K	Hold	2,000	–	–	0.04%	83
2020 Q3	$332K	Hold	2,000	–	–	0.04%	79
2020 Q2	$270K	Buy	+2,000	New	+$270K	0.04%	82
2020 Q1	–	Sell	-2,000	Closed	-$240K	–	98
2019 Q4	$240K	Hold	2,000	–	–	0.03%	94
2019 Q3	$220K	Hold	2,000	–	–	0.03%	93
2019 Q2	$202K	Hold	2,000	–	–	0.03%	97
2019 Q1	$219K	Buy	+2,000	New	+$219K	0.03%	91
2018 Q4	–	Sell	-2,500	Closed	-$287K	–	104
2018 Q3	$287K	Buy	+2,500	New	+$287K	0.05%	95
2016 Q4	–	Sell	-2,000	Closed	-$144K	–	187
2016 Q3	$144K	Hold	2,000	–	–	0.03%	97
2016 Q2	$158K	Hold	2,000	–	–	0.04%	97
2016 Q1	$151K	Hold	2,000	–	–	0.04%	90
2015 Q4	$152K	Hold	2,000	–	–	0.04%	90
2015 Q3	$138K	Hold	2,000	–	–	0.03%	85
2015 Q2	$134K	Sell	2,000 -148	-7%	-$9.92K	0.03%	89
2015 Q1	$160K	Buy	+2,148	New	+$160K	0.04%	87
2014 Q4	–	Sell	-2,000	Closed	-$106K	–	199
2014 Q3	$106K	Hold	2,000	–	–	0.02%	106
2014 Q2	$96K	Hold	2,000	–	–	0.02%	112
2014 Q1	$98K	Hold	2,000	–	–	0.03%	106
2013 Q4	$99K	Sell	2,000 -500	-20%	-$24.8K	0.03%	114
2013 Q3	$119K	Hold	2,500	–	–	0.03%	105
2013 Q2	$102K	Buy	+2,500	New	+$102K	0.03%	115