Castle Rock Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Buy |
7,560
+262
| +4% | +$59.5K | 0.33% | 87 |
|
|
2026
Q1 | $1.69M | Buy |
7,298
+20
| +0.3% | +$5.22K | 0.37% | 84 |
|
|
2025
Q4 | $2M | Buy |
7,278
+283
| +4% | +$68K | 0.43% | 69 |
|
|
2025
Q3 | $1.73M | Buy |
6,995
+185
| +3% | +$45.5K | 0.38% | 76 |
|
|
2025
Q2 | $1.51M | Buy |
6,810
+299
| +5% | +$66.7K | 0.35% | 80 |
|
|
2025
Q1 | $1.52M | Sell |
6,511
-869
| -12% | -$214K | 0.41% | 66 |
|
|
2024
Q4 | $1.86M | Buy |
7,380
+376
| +5% | +$100K | 0.44% | 60 |
|
|
2024
Q3 | $1.88M | Buy |
7,004
+10
| +0.1% | +$2.42K | 0.45% | 61 |
|
|
2024
Q2 | $1.49M | Buy |
6,994
+330
| +5% | +$75.3K | 0.37% | 79 |
|
|
2024
Q1 | $1.52M | Buy |
6,664
+3,804
| +133% | +$874K | 0.41% | 69 |
|
|
2023
Q4 | $607K | Buy |
2,860
+47
| +2% | +$9.53K | 0.18% | 134 |
|
|
2023
Q3 | $565K | Buy |
2,813
+150
| +6% | +$33.7K | 0.19% | 126 |
|
|
2023
Q2 | $600K | Buy |
2,663
+37
| +1% | +$7.7K | 0.21% | 113 |
|
|
2023
Q1 | $544K | Sell |
2,626
-134
| -5% | -$27.2K | 0.19% | 115 |
|
|
2022
Q4 | $557K | Sell |
2,760
-192
| -7% | -$38.4K | 0.25% | 114 |
|
|
2022
Q3 | $580K | Sell |
2,952
-13
| -0.4% | -$2.53K | 0.29% | 93 |
|
|
2022
Q2 | $538K | Buy |
2,965
+126
| +4% | +$24.3K | 0.27% | 103 |
|
|
2022
Q1 | $576K | Sell |
2,839
-3,958
| -58% | -$910K | 0.27% | 113 |
|
|
2021
Q4 | $1.53M | Sell |
6,797
-218
| -3% | -$51.8K | 0.62% | 44 |
|
|
2021
Q3 | $1.65M | Buy |
7,015
+519
| +8% | +$103K | 0.56% | 51 |
|
|
2021
Q2 | $1.23M | Buy |
6,496
+985
| +18% | +$193K | 0.45% | 68 |
|
|
2021
Q1 | $1.11M | Buy |
5,511
+518
| +10% | +$88.9K | 0.45% | 77 |
|
|
2020
Q4 | $861K | Buy |
4,993
+467
| +10% | +$75.9K | 0.36% | 93 |
|
|
2020
Q3 | $790K | Buy |
+4,526
| New | +$697K | 0.52% | 67 |
|
Other funds holding LOW
SIC
PAM
DC
MIHAS
HCP
WI
DLA