Heritage Oak 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 Q1	–	Sell	-1,351	Closed	-$333K	–	80
2024 Q4	$333K	Buy	1,351 +227	+20%	+$56K	0.16%	52
2024 Q3	$305K	Sell	1,124 -2,063	-65%	-$559K	0.14%	106
2024 Q2	$703K	Buy	+3,187	New	+$703K	0.36%	41