Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $550K | Buy |
2,437
+1
| +0% | +$208 | 0.08% | 199 |
|
|
2023
Q1 | $487K | Sell |
2,436
-138
| -5% | -$28K | 0.08% | 208 |
|
|
2022
Q4 | $513K | Sell |
2,574
-23
| -0.9% | -$4.6K | 0.09% | 210 |
|
|
2022
Q3 | $488K | Buy |
+2,597
| New | +$506K | 0.09% | 201 |
|
|
2022
Q2 | – | Sell |
-2,231
| Closed | -$451K | – | 163 |
|
|
2022
Q1 | $451K | Sell |
2,231
-480
| -18% | -$110K | 0.06% | 208 |
|
|
2021
Q4 | $701K | Hold |
2,711
| – | – | 0.09% | 179 |
|
|
2021
Q3 | $550K | Hold |
2,711
| – | – | 0.08% | 187 |
|
|
2021
Q2 | $526K | Hold |
2,711
| – | – | 0.08% | 190 |
|
|
2021
Q1 | $516K | Sell |
2,711
-457
| -14% | -$78.4K | 0.08% | 183 |
|
|
2020
Q4 | $508K | Buy |
3,168
+149
| +5% | +$24.2K | 0.09% | 166 |
|
|
2020
Q3 | $501K | Buy |
3,019
+833
| +38% | +$128K | 0.11% | 149 |
|
|
2020
Q2 | $295K | Hold |
2,186
| – | – | 0.07% | 188 |
|
|
2020
Q1 | $188K | Sell |
2,186
-59
| -3% | -$6.45K | 0.05% | 223 |
|
|
2019
Q4 | $269K | Sell |
2,245
-15
| -0.7% | -$1.72K | 0.06% | 213 |
|
|
2019
Q3 | $249K | Sell |
2,260
-17
| -0.7% | -$1.79K | 0.06% | 214 |
|
|
2019
Q2 | $230K | Sell |
2,277
-1,331
| -37% | -$140K | 0.04% | 229 |
|
|
2019
Q1 | $395K | Buy |
3,608
+338
| +10% | +$33.7K | 0.07% | 195 |
|
|
2018
Q4 | $302K | Buy |
3,270
+82
| +3% | +$7.91K | 0.06% | 213 |
|
|
2018
Q3 | $366K | Sell |
3,188
-84
| -3% | -$8.75K | 0.06% | 223 |
|
|
2018
Q2 | $312K | Sell |
3,272
-271
| -8% | -$24.5K | 0.06% | 218 |
|
|
2018
Q1 | $311K | Sell |
3,543
-616
| -15% | -$58.3K | 0.06% | 223 |
|
|
2017
Q4 | $387K | Buy |
4,159
+362
| +10% | +$29.9K | 0.06% | 193 |
|
|
2017
Q3 | $303K | Sell |
3,797
-384
| -9% | -$29.4K | 0.05% | 236 |
|
|
2017
Q2 | $324K | Sell |
4,181
-132
| -3% | -$10.8K | 0.06% | 212 |
|
|
2017
Q1 | $355K | Buy |
4,313
+46
| +1% | +$3.52K | 0.06% | 185 |
|
|
2016
Q4 | $304K | Buy |
4,267
+77
| +2% | +$5.45K | 0.07% | 188 |
|
|
2016
Q3 | $303K | Sell |
4,190
-54
| -1% | -$4.2K | 0.08% | 189 |
|
|
2016
Q2 | $336K | Buy |
4,244
+1,254
| +42% | +$97K | 0.09% | 170 |
|
|
2016
Q1 | $226K | Buy |
2,990
+272
| +10% | +$19.2K | 0.08% | 178 |
|
|
2015
Q4 | $207K | Buy |
+2,718
| New | +$202K | 0.08% | 203 |
|
|
2015
Q3 | – | Sell |
-2,673
| Closed | -$179K | – | 602 |
|
|
2015
Q2 | $179K | Buy |
2,673
+153
| +6% | +$10.9K | 0.06% | 205 |
|
|
2015
Q1 | $187K | Hold |
2,520
| – | – | 0.07% | 199 |
|
|
2014
Q4 | $173K | Hold |
2,520
| – | – | 0.08% | 183 |
|
|
2014
Q3 | $133K | Hold |
2,520
| – | – | 0.07% | 188 |
|
|
2014
Q2 | $121K | Buy |
+2,520
| New | +$118K | 0.06% | 197 |
|
|
2013
Q4 | – | Sell |
-3,174
| Closed | -$151K | – | 379 |
|
|
2013
Q3 | $151K | Buy |
3,174
+635
| +25% | +$28.8K | 0.1% | 141 |
|
|
2013
Q2 | $104K | Buy |
+2,539
| New | +$102K | 0.08% | 165 |
|
Other funds holding LOW
Financial Architects (New Jersey)'s LOW Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its Lowe's Companies (LOW) stake by 0.04% in Q2 2023, buying an estimated $208 and bringing the position to 2,437 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #199.
Financial Architects (New Jersey) first reported a position in LOW in Q2 2013 and has held it in 37 quarters since. The position peaked at $701K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold LOW as of Q2 2023.
- Financial Architects (New Jersey) held 2,437 shares of Lowe's Companies worth $550K as of Q2 2023.
- Financial Architects (New Jersey) bought 1 Lowe's Companies share in Q2 2023, an estimated $208.
- Lowe's Companies made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #199 holding.
- Financial Architects (New Jersey) first reported a position in Lowe's Companies in Q2 2013 and has held it in 37 quarters since.
- Financial Architects (New Jersey)'s Lowe's Companies position peaked at $701K in Q4 2021.
- 2,344 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.