Heritage Financial Services’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 | $252K | Buy |
1,137
+17
| +2% | +$3.77K | 0.02% | 105 |
|
|
2025
Q1 | $261K | Buy |
1,120
+40
| +4% | +$9.33K | 0.03% | 99 |
|
|
2024
Q4 | $267K | Hold |
1,080
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $293K | Buy |
1,080
+125
| +13% | +$33.9K | 0.04% | 81 |
|
|
2024
Q2 | $211K | Sell |
955
-16
| -2% | -$3.53K | 0.03% | 101 |
|
|
2024
Q1 | $247K | Buy |
971
+55
| +6% | +$14K | 0.04% | 86 |
|
|
2023
Q4 | $204K | Sell |
916
-50
| -5% | -$11.1K | 0.03% | 98 |
|
|
2023
Q3 | $201K | Hold |
966
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $218K | Buy |
+966
| New | +$218K | 0.04% | 75 |
|
|
2022
Q3 | – | Sell |
-936
| Closed | -$163K | – | 292 |
|
|
2022
Q2 | $163K | Sell |
936
-145
| -13% | -$25.3K | 0.09% | 79 |
|
|
2022
Q1 | $218K | Sell |
1,081
-161
| -13% | -$32.5K | 0.14% | 72 |
|
|
2021
Q4 | $321K | Buy |
+1,242
| New | +$321K | 0.25% | 58 |
|