Kapstone Financial 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 | $229K | Hold |
1,030
| – | – | 0.11% | 99 |
|
|
2025
Q1 | $240K | Hold |
1,030
| – | – | 0.14% | 90 |
|
|
2024
Q4 | $270K | Sell |
1,030
-320
| -24% | -$83.8K | 0.14% | 85 |
|
|
2024
Q3 | $361K | Sell |
1,350
-11
| -0.8% | -$2.94K | 0.22% | 69 |
|
|
2024
Q2 | $300K | Hold |
1,361
| – | – | 0.2% | 79 |
|
|
2024
Q1 | $347K | Hold |
1,361
| – | – | 0.24% | 75 |
|
|
2023
Q4 | $289K | Buy |
1,361
+109
| +9% | +$23.1K | 0.23% | 80 |
|
|
2023
Q3 | $260K | Hold |
1,252
| – | – | 0.23% | 76 |
|
|
2023
Q2 | $291K | Sell |
1,252
-320
| -20% | -$74.4K | 0.24% | 72 |
|
|
2023
Q1 | $317K | Sell |
1,572
-200
| -11% | -$40.3K | 0.29% | 69 |
|
|
2022
Q4 | $393K | Buy |
+1,772
| New | +$393K | 0.36% | 63 |
|