Exencial Wealth Advisors’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 | $4.29M | Buy |
19,314
+3,441
| +22% | +$763K | 0.15% | 147 |
|
|
2025
Q1 | $3.7M | Buy |
15,873
+26
| +0.2% | +$6.06K | 0.14% | 159 |
|
|
2024
Q4 | $3.91M | Sell |
15,847
-574
| -3% | -$142K | 0.14% | 149 |
|
|
2024
Q3 | $4.45M | Sell |
16,421
-471
| -3% | -$128K | 0.16% | 144 |
|
|
2024
Q2 | $3.72M | Sell |
16,892
-392
| -2% | -$86.4K | 0.14% | 152 |
|
|
2024
Q1 | $4.4M | Sell |
17,284
-554
| -3% | -$141K | 0.16% | 137 |
|
|
2023
Q4 | $3.97M | Sell |
17,838
-534
| -3% | -$119K | 0.16% | 138 |
|
|
2023
Q3 | $3.82M | Sell |
18,372
-2,430
| -12% | -$505K | 0.19% | 131 |
|
|
2023
Q2 | $4.69M | Buy |
20,802
+352
| +2% | +$79.4K | 0.22% | 118 |
|
|
2023
Q1 | $4.09M | Sell |
20,450
-597
| -3% | -$119K | 0.21% | 122 |
|
|
2022
Q4 | $4.19M | Sell |
21,047
-469
| -2% | -$93.4K | 0.23% | 117 |
|
|
2022
Q3 | $4.04M | Sell |
21,516
-2,637
| -11% | -$495K | 0.24% | 116 |
|
|
2022
Q2 | $4.22M | Buy |
24,153
+1,646
| +7% | +$288K | 0.24% | 121 |
|
|
2022
Q1 | $4.55M | Buy |
22,507
+475
| +2% | +$96K | 0.23% | 130 |
|
|
2021
Q4 | $5.7M | Sell |
22,032
-691
| -3% | -$179K | 0.28% | 118 |
|
|
2021
Q3 | $4.61M | Buy |
22,723
+3,033
| +15% | +$615K | 0.2% | 106 |
|
|
2021
Q2 | $3.82M | Sell |
19,690
-2,725
| -12% | -$529K | 0.21% | 138 |
|
|
2021
Q1 | $4.26M | Buy |
22,415
+1,659
| +8% | +$316K | 0.25% | 122 |
|
|
2020
Q4 | $3.33M | Sell |
20,756
-21,859
| -51% | -$3.51M | 0.23% | 125 |
|
|
2020
Q3 | $7.07M | Buy |
42,615
+20,697
| +94% | +$3.43M | 0.37% | 79 |
|
|
2020
Q2 | $2.96M | Buy |
+21,918
| New | +$2.96M | 0.26% | 119 |
|
|
2020
Q1 | – | Sell |
-1,728
| Closed | -$207K | – | 257 |
|
|
2019
Q4 | $207K | Buy |
+1,728
| New | +$207K | 0.04% | 254 |
|
|
2018
Q4 | – | Sell |
-2,081
| Closed | -$239K | – | 223 |
|
|
2018
Q3 | $239K | Buy |
+2,081
| New | +$239K | 0.06% | 168 |
|
|
2018
Q1 | – | Sell |
-2,517
| Closed | -$234K | – | 178 |
|
|
2017
Q4 | $234K | Buy |
+2,517
| New | +$234K | 0.07% | 164 |
|