SFA
Sequoia Financial Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Buy |
42,973
+2,712
| +7% | +$602K | 0.07% | 193 |
|
|
2025
Q1 | $9.39M | Buy |
40,261
+3,080
| +8% | +$718K | 0.07% | 195 |
|
|
2024
Q4 | $9.18M | Buy |
37,181
+3,315
| +10% | +$818K | 0.09% | 181 |
|
|
2024
Q3 | $9.17M | Buy |
33,866
+5,287
| +18% | +$1.43M | 0.1% | 156 |
|
|
2024
Q2 | $6.3M | Buy |
28,579
+1,823
| +7% | +$402K | 0.08% | 167 |
|
|
2024
Q1 | $6.82M | Sell |
26,756
-2,644
| -9% | -$674K | 0.08% | 171 |
|
|
2023
Q4 | $6.54M | Buy |
29,400
+16,630
| +130% | +$3.7M | 0.08% | 187 |
|
|
2023
Q3 | $2.65M | Buy |
12,770
+73
| +0.6% | +$15.2K | 0.05% | 202 |
|
|
2023
Q2 | $2.87M | Buy |
12,697
+926
| +8% | +$209K | 0.05% | 200 |
|
|
2023
Q1 | $2.35M | Buy |
11,771
+114
| +1% | +$22.8K | 0.05% | 198 |
|
|
2022
Q4 | $2.32M | Buy |
11,657
+3,955
| +51% | +$788K | 0.06% | 189 |
|
|
2022
Q3 | $1.45M | Sell |
7,702
-1,827
| -19% | -$343K | 0.05% | 182 |
|
|
2022
Q2 | $1.66M | Sell |
9,529
-342
| -3% | -$59.7K | 0.05% | 194 |
|
|
2022
Q1 | $2M | Buy |
9,871
+3,041
| +45% | +$615K | 0.05% | 191 |
|
|
2021
Q4 | $1.77M | Buy |
6,830
+4,544
| +199% | +$1.17M | 0.05% | 190 |
|
|
2021
Q3 | $464K | Sell |
2,286
-3,413
| -60% | -$693K | 0.05% | 162 |
|
|
2021
Q2 | $1.11M | Sell |
5,699
-490
| -8% | -$95K | 0.04% | 194 |
|
|
2021
Q1 | $1.18M | Buy |
6,189
+445
| +8% | +$84.6K | 0.05% | 173 |
|
|
2020
Q4 | $922K | Sell |
5,744
-66
| -1% | -$10.6K | 0.04% | 191 |
|
|
2020
Q3 | $964K | Sell |
5,810
-64
| -1% | -$10.6K | 0.05% | 168 |
|
|
2020
Q2 | $794K | Sell |
5,874
-123
| -2% | -$16.6K | 0.05% | 176 |
|
|
2020
Q1 | $516K | Sell |
5,997
-688
| -10% | -$59.2K | 0.04% | 196 |
|
|
2019
Q4 | $801K | Sell |
6,685
-396
| -6% | -$47.4K | 0.05% | 164 |
|
|
2019
Q3 | $779K | Sell |
7,081
-216
| -3% | -$23.8K | 0.06% | 144 |
|
|
2019
Q2 | $736K | Sell |
7,297
-804
| -10% | -$81.1K | 0.05% | 150 |
|
|
2019
Q1 | $887K | Buy |
8,101
+2,092
| +35% | +$229K | 0.07% | 128 |
|
|
2018
Q4 | $555K | Buy |
6,009
+335
| +6% | +$30.9K | 0.06% | 137 |
|
|
2018
Q3 | $651K | Sell |
5,674
-836
| -13% | -$95.9K | 0.06% | 141 |
|
|
2018
Q2 | $622K | Buy |
6,510
+397
| +6% | +$37.9K | 0.07% | 137 |
|
|
2018
Q1 | $536K | Sell |
6,113
-218
| -3% | -$19.1K | 0.06% | 157 |
|
|
2017
Q4 | $588K | Buy |
6,331
+1,489
| +31% | +$138K | 0.06% | 149 |
|
|
2017
Q3 | $387K | Buy |
4,842
+1,906
| +65% | +$152K | 0.05% | 181 |
|
|
2017
Q2 | $228K | Sell |
2,936
-309
| -10% | -$24K | 0.03% | 246 |
|
|
2017
Q1 | $267K | Buy |
3,245
+142
| +5% | +$11.7K | 0.03% | 221 |
|
|
2016
Q4 | $221K | Buy |
+3,103
| New | +$221K | 0.03% | 248 |
|
|
2016
Q3 | – | Sell |
-2,984
| Closed | -$236K | – | 266 |
|
|
2016
Q2 | $236K | Buy |
2,984
+34
| +1% | +$2.69K | 0.07% | 203 |
|
|
2016
Q1 | $223K | Hold |
2,950
| – | – | 0.07% | 169 |
|
|
2015
Q4 | $224K | Buy |
+2,950
| New | +$224K | 0.09% | 154 |
|