M Holdings Securities’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,476
| Closed | -$544K | – | 216 |
|
|
2024
Q2 | $544K | Buy |
+2,476
| New | +$565K | 0.07% | 148 |
|
|
2023
Q1 | – | Sell |
-4,317
| Closed | -$877K | – | 538 |
|
|
2022
Q4 | $868K | Sell |
4,317
-17
| -0.4% | -$3.4K | 0.09% | 175 |
|
|
2022
Q3 | $814K | Sell |
4,334
-807
| -16% | -$157K | 0.09% | 173 |
|
|
2022
Q2 | $898K | Sell |
5,141
-93
| -2% | -$17.9K | 0.09% | 166 |
|
|
2022
Q1 | $1.06M | Buy |
+5,234
| New | +$1.2M | 0.08% | 177 |
|
|
2021
Q2 | – | Sell |
-6,119
| Closed | -$1.16M | – | 369 |
|
|
2021
Q1 | $1.16M | Buy |
+6,119
| New | +$1.05M | 0.11% | 175 |
|
|
2019
Q2 | – | Sell |
-7,114
| Closed | -$779K | – | 276 |
|
|
2019
Q1 | $779K | Buy |
7,114
+367
| +5% | +$36.6K | 0.18% | 142 |
|
|
2018
Q4 | $623K | Sell |
6,747
-228
| -3% | -$22K | 0.19% | 140 |
|
|
2018
Q3 | $801K | Sell |
6,975
-2,687
| -28% | -$280K | 0.21% | 133 |
|
|
2018
Q2 | $923K | Buy |
9,662
+880
| +10% | +$79.7K | 0.25% | 111 |
|
|
2018
Q1 | $771K | Buy |
8,782
+42
| +0.5% | +$3.98K | 0.24% | 133 |
|
|
2017
Q4 | $812K | Sell |
8,740
-6,034
| -41% | -$499K | 0.24% | 125 |
|
|
2017
Q3 | $1.18M | Buy |
14,774
+5,456
| +59% | +$418K | 0.37% | 74 |
|
|
2017
Q2 | $722K | Sell |
9,318
-358
| -4% | -$29.3K | 0.25% | 113 |
|
|
2017
Q1 | $795K | Sell |
9,676
-48,335
| -83% | -$3.7M | 0.31% | 96 |
|
|
2016
Q4 | $6.46M | Buy |
58,011
+48,208
| +492% | +$3.41M | 2.24% | 11 |
|
|
2016
Q3 | $708K | Sell |
9,803
-765
| -7% | -$59.5K | 0.32% | 87 |
|
|
2016
Q2 | $837K | Buy |
10,568
+2,152
| +26% | +$166K | 0.43% | 64 |
|
|
2016
Q1 | $638K | Buy |
8,416
+2,757
| +49% | +$195K | 0.39% | 69 |
|
|
2015
Q4 | $430K | Sell |
5,659
-2,439
| -30% | -$181K | 0.29% | 106 |
|
|
2015
Q3 | $558K | Hold |
8,098
| – | – | 0.4% | 74 |
|
|
2015
Q2 | $542K | Buy |
8,098
+433
| +6% | +$30.9K | 0.36% | 82 |
|
|
2015
Q1 | $570K | Hold |
7,665
| – | – | 0.37% | 82 |
|
|
2014
Q4 | $527K | Buy |
7,665
+5,449
| +246% | +$326K | 0.34% | 91 |
|
|
2014
Q3 | $119K | Sell |
2,216
-5,413
| -71% | -$273K | 0.07% | 249 |
|
|
2014
Q2 | $366K | Buy |
7,629
+1,164
| +18% | +$54.3K | 0.23% | 118 |
|
|
2014
Q1 | $316K | Sell |
6,465
-1,264
| -16% | -$61K | 0.33% | 85 |
|
|
2013
Q4 | $383K | Buy |
+7,729
| New | +$376K | 0.27% | 93 |
|
Other funds holding LOW
M Holdings Securities's LOW Position: Q3 2024 in Review
M Holdings Securities sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 2,476 shares — an estimated $544K sold.
M Holdings Securities first reported a position in LOW in Q4 2013 and held it in 28 quarters. The position peaked at $6.46M in Q4 2016. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.
- M Holdings Securities reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
- M Holdings Securities sold 2,476 Lowe's Companies shares in Q3 2024, an estimated $544K.
- M Holdings Securities first reported a position in Lowe's Companies in Q4 2013 and held it in 28 quarters.
- M Holdings Securities's Lowe's Companies position peaked at $6.46M in Q4 2016.
- 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.
Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.