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Concourse Financial Group Securities’s Lowe's Companies LOW Stock Holding History

Concourse Financial Group Securities’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,891
Closed -$1.01M – 1216
2024
Q4 		$1.01M Sell
3,891
-10
-0.3% -$2.67K 0.06% 326
2024
Q3 		$1.06M Buy
3,901
+90
+2% +$21.8K 0.06% 300
2024
Q2 		$840K Sell
3,811
-908
-19% -$207K 0.05% 332
2024
Q1 		$1.2M Sell
4,719
-528
-10% -$121K 0.08% 252
2023
Q4 		$1.17M Sell
5,247
-535
-9% -$108K 0.08% 255
2023
Q3 		$1.2M Buy
5,782
+1,854
+47% +$417K 0.09% 220
2023
Q2 		$887K Sell
3,928
-348
-8% -$72.4K 0.07% 298
2023
Q1 		$855K Buy
4,276
+102
+2% +$20.7K 0.07% 297
2022
Q4 		$832K Buy
4,174
+214
+5% +$42.8K 0.07% 296
2022
Q3 		$744K Sell
3,960
-340
-8% -$66.2K 0.07% 275
2022
Q2 		$751K Sell
4,300
-467
-10% -$90K 0.06% 308
2022
Q1 		$964K Sell
4,767
-3,321
-41% -$764K 0.07% 275
2021
Q4 		$2.09M Sell
8,088
-1,145
-12% -$272K 0.12% 168
2021
Q3 		$1.87M Buy
9,233
+792
+9% +$158K 0.11% 170
2021
Q2 		$1.64M Buy
8,441
+110
+1% +$21.5K 0.1% 189
2021
Q1 		$1.58M Buy
8,331
+74
+0.9% +$12.7K 0.11% 162
2020
Q4 		$1.32M Buy
8,257
+386
+5% +$62.7K 0.1% 175
2020
Q3 		$1.3M Buy
7,871
+567
+8% +$87.3K 0.11% 154
2020
Q2 		$987K Sell
7,304
-645
-8% -$73.7K 0.1% 166
2020
Q1 		$684K Buy
7,949
+1,184
+18% +$129K 0.08% 202
2019
Q4 		$810K Buy
6,765
+3,923
+138% +$449K 0.08% 198
2019
Q3 		$312K Sell
2,842
-5,234
-65% -$553K 0.08% 201
2019
Q2 		$815K Sell
8,076
-64
-0.8% -$6.75K 0.08% 188
2019
Q1 		$891K Sell
8,140
-567
-7% -$56.6K 0.09% 181
2018
Q4 		$804K Buy
8,707
+3,140
+56% +$303K 0.1% 190
2018
Q3 		$639K Buy
+5,567
New +$580K 0.18% 124

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's LOW Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 3,891 shares — an estimated $1.01M sold.

Concourse Financial Group Securities first reported a position in LOW in Q3 2018 and held it in 26 quarters. The position peaked at $2.09M in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,891 Lowe's Companies shares in Q1 2025, an estimated $1.01M.
  • Concourse Financial Group Securities first reported a position in Lowe's Companies in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Lowe's Companies position peaked at $2.09M in Q4 2021.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.