KMG Fiduciary Partners’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 | $8.73M | Buy |
39,350
+900
| +2% | +$200K | 0.65% | 45 |
|
|
2025
Q1 | $8.97M | Buy |
38,450
+2,156
| +6% | +$503K | 0.74% | 34 |
|
|
2024
Q4 | $8.96M | Buy |
36,294
+90
| +0.2% | +$22.2K | 0.74% | 33 |
|
|
2024
Q3 | $9.81M | Sell |
36,204
-3,920
| -10% | -$1.06M | 0.85% | 27 |
|
|
2024
Q2 | $8.85M | Buy |
40,124
+1,430
| +4% | +$315K | 0.87% | 28 |
|
|
2024
Q1 | $9.86M | Buy |
38,694
+9,703
| +33% | +$2.47M | 1.02% | 26 |
|
|
2023
Q4 | $6.45M | Buy |
28,991
+1,310
| +5% | +$292K | 0.75% | 35 |
|
|
2023
Q3 | $5.75M | Buy |
27,681
+996
| +4% | +$207K | 0.76% | 37 |
|
|
2023
Q2 | $6.02M | Buy |
26,685
+3,496
| +15% | +$789K | 0.78% | 36 |
|
|
2023
Q1 | $4.64M | Buy |
23,189
+1,051
| +5% | +$210K | 0.67% | 42 |
|
|
2022
Q4 | $4.41M | Buy |
22,138
+1,736
| +9% | +$346K | 0.72% | 43 |
|
|
2022
Q3 | $3.83M | Buy |
20,402
+6,863
| +51% | +$1.29M | 0.74% | 42 |
|
|
2022
Q2 | $2.37M | Buy |
13,539
+1,719
| +15% | +$300K | 0.44% | 59 |
|
|
2022
Q1 | $2.39M | Buy |
11,820
+1,913
| +19% | +$387K | 0.38% | 66 |
|
|
2021
Q4 | $2.56M | Buy |
9,907
+2,618
| +36% | +$677K | 0.4% | 66 |
|
|
2021
Q3 | $1.48M | Buy |
7,289
+3,056
| +72% | +$620K | 0.25% | 93 |
|
|
2021
Q2 | $821K | Buy |
4,233
+144
| +4% | +$27.9K | 0.14% | 109 |
|
|
2021
Q1 | $778K | Buy |
4,089
+623
| +18% | +$119K | 0.15% | 105 |
|
|
2020
Q4 | $558K | Buy |
3,466
+104
| +3% | +$16.7K | 0.12% | 117 |
|
|
2020
Q3 | $558K | Buy |
+3,362
| New | +$558K | 0.14% | 106 |
|
|
2020
Q2 | – | Sell |
-3,142
| Closed | -$270K | – | 137 |
|
|
2020
Q1 | $270K | Buy |
3,142
+196
| +7% | +$16.8K | 0.09% | 111 |
|
|
2019
Q4 | $353K | Hold |
2,946
| – | – | 0.11% | 100 |
|
|
2019
Q3 | $324K | Buy |
2,946
+39
| +1% | +$4.29K | 0.11% | 94 |
|
|
2019
Q2 | $293K | Hold |
2,907
| – | – | 0.11% | 90 |
|
|
2019
Q1 | $318K | Buy |
2,907
+157
| +6% | +$17.2K | 0.12% | 92 |
|
|
2018
Q4 | $254K | Buy |
+2,750
| New | +$254K | 0.12% | 85 |
|