Rockbridge Investment Management’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 | $371K | Hold |
1,674
| – | – | 0.04% | 101 |
|
2025
Q1 | $390K | Buy |
1,674
+8
| +0.5% | +$1.87K | 0.05% | 97 |
|
2024
Q4 | $411K | Hold |
1,666
| – | – | 0.05% | 94 |
|
2024
Q3 | $451K | Hold |
1,666
| – | – | 0.06% | 87 |
|
2024
Q2 | $367K | Hold |
1,666
| – | – | 0.05% | 90 |
|
2024
Q1 | $424K | Hold |
1,666
| – | – | 0.06% | 81 |
|
2023
Q4 | $371K | Hold |
1,666
| – | – | 0.06% | 85 |
|
2023
Q3 | $346K | Hold |
1,666
| – | – | 0.06% | 83 |
|
2023
Q2 | $376K | Sell |
1,666
-125
| -7% | -$28.2K | 0.07% | 81 |
|
2023
Q1 | $358K | Sell |
1,791
-74
| -4% | -$14.8K | 0.07% | 80 |
|
2022
Q4 | $372K | Buy |
1,865
+798
| +75% | +$159K | 0.08% | 79 |
|
2022
Q3 | $200K | Buy |
1,067
+142
| +15% | +$26.7K | 0.05% | 99 |
|
2022
Q2 | $162K | Sell |
925
-137
| -13% | -$23.9K | 0.04% | 109 |
|
2022
Q1 | $215K | Sell |
1,062
-32
| -3% | -$6.48K | 0.03% | 150 |
|
2021
Q4 | $283K | Buy |
1,094
+126
| +13% | +$32.6K | 0.04% | 139 |
|
2021
Q3 | $196K | Buy |
968
+25
| +3% | +$5.06K | 0.03% | 152 |
|
2021
Q2 | $183K | Buy |
943
+1
| +0.1% | +$194 | 0.03% | 160 |
|
2021
Q1 | $179K | Buy |
942
+1
| +0.1% | +$190 | 0.03% | 153 |
|
2020
Q4 | $151K | Sell |
941
-29
| -3% | -$4.65K | 0.03% | 161 |
|
2020
Q3 | $161K | Sell |
970
-262
| -21% | -$43.5K | 0.04% | 139 |
|
2020
Q2 | $167K | Buy |
+1,232
| New | +$167K | 0.04% | 134 |
|