MSFP
Mark Sheptoff Financial Planning’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
1,107
| – | – | 0.13% | 88 |
|
|
2025
Q1 | $258K | Hold |
1,107
| – | – | 0.14% | 78 |
|
|
2024
Q4 | $273K | Hold |
1,107
| – | – | 0.15% | 76 |
|
|
2024
Q3 | $300K | Sell |
1,107
-513
| -32% | -$139K | 0.16% | 74 |
|
|
2024
Q2 | $357K | Sell |
1,620
-20
| -1% | -$4.41K | 0.2% | 66 |
|
|
2024
Q1 | $418K | Hold |
1,640
| – | – | 0.23% | 62 |
|
|
2023
Q4 | $365K | Hold |
1,640
| – | – | 0.22% | 61 |
|
|
2023
Q3 | $341K | Buy |
1,640
+840
| +105% | +$175K | 0.22% | 59 |
|
|
2023
Q2 | $181K | Sell |
800
-100
| -11% | -$22.6K | 0.1% | 99 |
|
|
2023
Q1 | $180K | Hold |
900
| – | – | 0.1% | 99 |
|
|
2022
Q4 | $179K | Buy |
900
+19
| +2% | +$3.79K | 0.11% | 97 |
|
|
2022
Q3 | $165K | Sell |
881
-200
| -19% | -$37.5K | 0.1% | 92 |
|
|
2022
Q2 | $189K | Hold |
1,081
| – | – | 0.11% | 94 |
|
|
2022
Q1 | $219K | Hold |
1,081
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $279K | Buy |
1,081
+19
| +2% | +$4.9K | 0.13% | 90 |
|
|
2021
Q3 | $215K | Hold |
1,062
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $206K | Hold |
1,062
| – | – | 0.11% | 102 |
|
|
2021
Q1 | $202K | Hold |
1,062
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $170K | Sell |
1,062
-100
| -9% | -$16K | 0.1% | 107 |
|
|
2020
Q3 | $193K | Buy |
1,162
+300
| +35% | +$49.8K | 0.12% | 87 |
|
|
2020
Q2 | $116K | Hold |
862
| – | – | 0.08% | 110 |
|
|
2020
Q1 | $74K | Sell |
862
-75
| -8% | -$6.44K | 0.06% | 114 |
|
|
2019
Q4 | $112K | Hold |
937
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $103K | Hold |
937
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $95K | Hold |
937
| – | – | 0.06% | 123 |
|
|
2019
Q1 | $103K | Hold |
937
| – | – | 0.07% | 115 |
|
|
2018
Q4 | $87K | Sell |
937
-100
| -10% | -$9.29K | 0.07% | 106 |
|
|
2018
Q3 | $119K | Hold |
1,037
| – | – | 0.08% | 122 |
|
|
2018
Q2 | $99K | Hold |
1,037
| – | – | 0.07% | 124 |
|
|
2018
Q1 | $91K | Hold |
1,037
| – | – | 0.06% | 133 |
|
|
2017
Q4 | $96K | Hold |
1,037
| – | – | 0.06% | 140 |
|
|
2017
Q3 | $83K | Hold |
1,037
| – | – | 0.06% | 152 |
|
|
2017
Q2 | $80K | Sell |
1,037
-1
| -0.1% | -$77 | 0.05% | 148 |
|
|
2017
Q1 | $85K | Buy |
1,038
+1
| +0.1% | +$82 | 0.06% | 146 |
|
|
2016
Q4 | $74K | Hold |
1,037
| – | – | 0.05% | 151 |
|
|
2016
Q3 | $75K | Hold |
1,037
| – | – | 0.06% | 140 |
|
|
2016
Q2 | $82K | Buy |
1,037
+62
| +6% | +$4.9K | 0.06% | 134 |
|
|
2016
Q1 | $74K | Sell |
975
-500
| -34% | -$37.9K | 0.06% | 131 |
|
|
2015
Q4 | $112K | Hold |
1,475
| – | – | 0.09% | 125 |
|
|
2015
Q3 | $102K | Sell |
1,475
-290
| -16% | -$20.1K | 0.09% | 131 |
|
|
2015
Q2 | $118K | Sell |
1,765
-10
| -0.6% | -$669 | 0.1% | 132 |
|
|
2015
Q1 | $132K | Hold |
1,775
| – | – | 0.11% | 125 |
|
|
2014
Q4 | $122K | Hold |
1,775
| – | – | 0.11% | 122 |
|
|
2014
Q3 | $94K | Sell |
1,775
-300
| -14% | -$15.9K | 0.08% | 147 |
|
|
2014
Q2 | $100K | Hold |
2,075
| – | – | 0.09% | 142 |
|
|
2014
Q1 | $101K | Buy |
+2,075
| New | +$101K | 0.09% | 146 |
|