Live Oak Private Wealth’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 | $13.7M | Buy |
61,589
+383
| +0.6% | +$85K | 2.04% | 10 |
|
|
2025
Q1 | $14.3M | Buy |
61,206
+348
| +0.6% | +$81.2K | 2.31% | 6 |
|
|
2024
Q4 | $15M | Sell |
60,858
-1,233
| -2% | -$304K | 2.52% | 7 |
|
|
2024
Q3 | $16.8M | Buy |
62,091
+9,634
| +18% | +$2.61M | 2.73% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
52,457
+411
| +0.8% | +$90.6K | 1.99% | 11 |
|
|
2024
Q1 | $13.3M | Buy |
52,046
+9,094
| +21% | +$2.32M | 2.3% | 8 |
|
|
2023
Q4 | $9.56M | Buy |
42,952
+3,415
| +9% | +$760K | 1.8% | 14 |
|
|
2023
Q3 | $8.22M | Buy |
39,537
+466
| +1% | +$96.9K | 1.75% | 18 |
|
|
2023
Q2 | $8.82M | Buy |
39,071
+2,205
| +6% | +$498K | 1.76% | 16 |
|
|
2023
Q1 | $7.37M | Buy |
36,866
+915
| +3% | +$183K | 1.52% | 25 |
|
|
2022
Q4 | $7.16M | Buy |
35,951
+321
| +0.9% | +$64K | 1.48% | 23 |
|
|
2022
Q3 | $6.69M | Buy |
35,630
+837
| +2% | +$157K | 1.5% | 20 |
|
|
2022
Q2 | $6.08M | Buy |
34,793
+5,743
| +20% | +$1M | 1.28% | 27 |
|
|
2022
Q1 | $5.87M | Buy |
29,050
+1,575
| +6% | +$318K | 1.14% | 36 |
|
|
2021
Q4 | $7.1M | Sell |
27,475
-203
| -0.7% | -$52.5K | 1.33% | 27 |
|
|
2021
Q3 | $5.62M | Buy |
27,678
+1,095
| +4% | +$222K | 1.14% | 37 |
|
|
2021
Q2 | $5.16M | Buy |
26,583
+661
| +3% | +$128K | 1.14% | 41 |
|
|
2021
Q1 | $4.93M | Buy |
25,922
+2,169
| +9% | +$413K | 1.21% | 37 |
|
|
2020
Q4 | $3.81M | Buy |
23,753
+12,456
| +110% | +$2M | 1.07% | 40 |
|
|
2020
Q3 | $1.87M | Buy |
11,297
+343
| +3% | +$56.9K | 0.64% | 51 |
|
|
2020
Q2 | $1.48M | Buy |
10,954
+2,227
| +26% | +$301K | 0.54% | 58 |
|
|
2020
Q1 | $751K | Buy |
8,727
+1,404
| +19% | +$121K | 0.77% | 29 |
|
|
2019
Q4 | $877K | Buy |
+7,323
| New | +$877K | 0.85% | 31 |
|