Clearstead Trust’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
1,651
+137
| +9% | +$30.4K | 0.07% | 127 |
|
|
2025
Q1 | $353K | Buy |
1,514
+11
| +0.7% | +$2.57K | 0.08% | 112 |
|
|
2024
Q4 | $371K | Hold |
1,503
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $407K | Sell |
1,503
-20
| -1% | -$5.42K | 0.1% | 91 |
|
|
2024
Q2 | $336K | Hold |
1,523
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $388K | Sell |
1,523
-27
| -2% | -$6.88K | 0.1% | 88 |
|
|
2023
Q4 | $345K | Buy |
1,550
+2
| +0.1% | +$445 | 0.09% | 120 |
|
|
2023
Q3 | $322K | Sell |
1,548
-50
| -3% | -$10.4K | 0.11% | 91 |
|
|
2023
Q2 | $337K | Buy |
1,598
+79
| +5% | +$16.7K | 0.11% | 94 |
|
|
2023
Q1 | $304K | Buy |
1,519
+3
| +0.2% | +$600 | 0.1% | 105 |
|
|
2022
Q4 | $302K | Buy |
1,516
+4
| +0.3% | +$797 | 0.1% | 102 |
|
|
2022
Q3 | $284K | Buy |
1,512
+532
| +54% | +$99.9K | 0.1% | 101 |
|
|
2022
Q2 | $171K | Hold |
980
| – | – | 0.13% | 85 |
|
|
2022
Q1 | $198K | Sell |
980
-26
| -3% | -$5.25K | 0.13% | 87 |
|
|
2021
Q4 | $260K | Hold |
1,006
| – | – | 0.15% | 80 |
|
|
2021
Q3 | $204K | Buy |
1,006
+206
| +26% | +$41.8K | 0.13% | 88 |
|
|
2021
Q2 | $155K | Buy |
+800
| New | +$155K | 0.1% | 98 |
|
|
2021
Q1 | – | Sell |
-800
| Closed | -$128K | – | 139 |
|
|
2020
Q4 | $128K | Hold |
800
| – | – | 0.08% | 109 |
|
|
2020
Q3 | $133K | Hold |
800
| – | – | 0.11% | 96 |
|
|
2020
Q2 | $108K | Hold |
800
| – | – | 0.09% | 99 |
|
|
2020
Q1 | $69K | Hold |
800
| – | – | 0.06% | 116 |
|
|
2019
Q4 | $96K | Hold |
800
| – | – | 0.07% | 115 |
|
|
2019
Q3 | $88K | Hold |
800
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $81K | Hold |
800
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $88K | Sell |
800
-134
| -14% | -$14.7K | 0.07% | 113 |
|
|
2018
Q4 | $86K | Sell |
934
-48
| -5% | -$4.42K | 0.08% | 122 |
|
|
2018
Q3 | $113K | Hold |
982
| – | – | 0.09% | 109 |
|
|
2018
Q2 | $94K | Buy |
+982
| New | +$94K | 0.08% | 117 |
|
|
2018
Q1 | – | Sell |
-1,351
| Closed | -$126K | – | 159 |
|
|
2017
Q4 | $126K | Hold |
1,351
| – | – | 0.09% | 122 |
|
|
2017
Q3 | $108K | Hold |
1,351
| – | – | 0.08% | 136 |
|
|
2017
Q2 | $105K | Buy |
+1,351
| New | +$105K | 0.08% | 125 |
|