Heritage Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Heritage Wealth Advisors’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Sell	9,947 -17	-0.2%	-$3.77K	0.1%	55
2025 Q1	$2.32M	Sell	9,964 -7	-0.1%	-$1.63K	0.12%	52
2024 Q4	$2.46M	Sell	9,971 -126	-1%	-$31.1K	0.12%	51
2024 Q3	$2.73M	Buy	10,097 +105	+1%	+$28.4K	0.13%	51
2024 Q2	$2.2M	Sell	9,992 -1,178	-11%	-$260K	0.1%	55
2024 Q1	$2.85M	Sell	11,170 -41	-0.4%	-$10.4K	0.13%	51
2023 Q4	$2.5M	Sell	11,211 -1,072	-9%	-$239K	0.12%	53
2023 Q3	$2.55M	Buy	12,283 +1,017	+9%	+$211K	0.14%	47
2023 Q2	$2.54M	Buy	11,266 +45	+0.4%	+$10.2K	0.13%	50
2023 Q1	$2.24M	Buy	11,221 +250	+2%	+$50K	0.13%	50
2022 Q4	$2.19M	Hold	10,971	–	–	0.13%	54
2022 Q3	$2.06M	Hold	10,971	–	–	0.15%	48
2022 Q2	$1.92M	Buy	10,971 +1,086	+11%	+$190K	0.13%	52
2022 Q1	$2M	Hold	9,885	–	–	0.11%	57
2021 Q4	$2.56M	Buy	9,885 +1,667	+20%	+$431K	0.14%	54
2021 Q3	$1.67M	Buy	8,218 +300	+4%	+$60.9K	0.1%	63
2021 Q2	$1.54M	Sell	7,918 -1,681	-18%	-$326K	0.09%	66
2021 Q1	$1.83M	Sell	9,599 -7,870	-45%	-$1.5M	0.11%	61
2020 Q4	$2.8M	Buy	17,469 +10,161	+139%	+$1.63M	0.18%	47
2020 Q3	$1.21M	Hold	7,308	–	–	0.16%	54
2020 Q2	$987K	Sell	7,308 -25	-0.3%	-$3.38K	0.14%	58
2020 Q1	$631K	Buy	7,333 +1,183	+19%	+$102K	0.11%	70
2019 Q4	$737K	Sell	6,150 -926	-13%	-$111K	0.1%	80
2019 Q3	$778K	Sell	7,076 -199	-3%	-$21.9K	0.11%	75
2019 Q2	$734K	Buy	7,275 +2,600	+56%	+$262K	0.11%	74
2019 Q1	$512K	Hold	4,675	–	–	0.08%	79
2018 Q4	$431K	Sell	4,675 -35	-0.7%	-$3.23K	0.08%	84
2018 Q3	$540K	Hold	4,710	–	–	0.11%	75
2018 Q2	$449K	Hold	4,710	–	–	0.17%	80
2018 Q1	$415K	Buy	4,710 +25	+0.5%	+$2.2K	0.17%	78
2017 Q4	$434K	Buy	4,685 +1,400	+43%	+$130K	0.19%	77
2017 Q3	$264K	Buy	3,285 +280	+9%	+$22.5K	0.13%	88
2017 Q2	$234K	Buy	+3,005	New	+$234K	0.12%	91