SWA
SFMG Wealth Advisors’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,187
-271
| -5% | -$60.1K | 0.09% | 93 |
|
|
2025
Q1 | $1.27M | Buy |
5,458
+71
| +1% | +$16.6K | 0.1% | 93 |
|
|
2024
Q4 | $1.33M | Buy |
5,387
+433
| +9% | +$107K | 0.1% | 90 |
|
|
2024
Q3 | $1.34M | Sell |
4,954
-100
| -2% | -$27.1K | 0.11% | 84 |
|
|
2024
Q2 | $1.11M | Sell |
5,054
-569
| -10% | -$125K | 0.1% | 88 |
|
|
2024
Q1 | $1.43M | Sell |
5,623
-34
| -0.6% | -$8.66K | 0.12% | 80 |
|
|
2023
Q4 | $1.26M | Buy |
5,657
+4
| +0.1% | +$890 | 0.12% | 82 |
|
|
2023
Q3 | $1.17M | Sell |
5,653
-942
| -14% | -$196K | 0.12% | 81 |
|
|
2023
Q2 | $1.49M | Buy |
6,595
+179
| +3% | +$40.4K | 0.15% | 73 |
|
|
2023
Q1 | $1.28M | Sell |
6,416
-7
| -0.1% | -$1.4K | 0.14% | 78 |
|
|
2022
Q4 | $1.28M | Buy |
6,423
+45
| +0.7% | +$8.97K | 0.14% | 81 |
|
|
2022
Q3 | $1.24M | Sell |
6,378
-26
| -0.4% | -$5.04K | 0.14% | 79 |
|
|
2022
Q2 | $1.12M | Buy |
6,404
+48
| +0.8% | +$8.39K | 0.13% | 85 |
|
|
2022
Q1 | $1.29M | Buy |
6,356
+1
| +0% | +$202 | 0.13% | 86 |
|
|
2021
Q4 | $1.64M | Sell |
6,355
-40
| -0.6% | -$10.3K | 0.16% | 78 |
|
|
2021
Q3 | $1.3M | Buy |
6,395
+87
| +1% | +$17.6K | 0.14% | 78 |
|
|
2021
Q2 | $1.22M | Buy |
6,308
+189
| +3% | +$36.7K | 0.14% | 79 |
|
|
2021
Q1 | $1.16M | Sell |
6,119
-4,844
| -44% | -$921K | 0.14% | 79 |
|
|
2020
Q4 | $1.76M | Buy |
10,963
+5,446
| +99% | +$874K | 0.22% | 55 |
|
|
2020
Q3 | $915K | Buy |
5,517
+546
| +11% | +$90.6K | 0.13% | 68 |
|
|
2020
Q2 | $672K | Sell |
4,971
-22
| -0.4% | -$2.97K | 0.1% | 76 |
|
|
2020
Q1 | $430K | Buy |
4,993
+420
| +9% | +$36.2K | 0.06% | 81 |
|
|
2019
Q4 | $548K | Sell |
4,573
-392
| -8% | -$47K | 0.07% | 100 |
|
|
2019
Q3 | $546K | Sell |
4,965
-329
| -6% | -$36.2K | 0.07% | 85 |
|
|
2019
Q2 | $548K | Buy |
5,294
+545
| +11% | +$56.4K | 0.07% | 82 |
|
|
2019
Q1 | $520K | Buy |
4,749
+966
| +26% | +$106K | 0.08% | 75 |
|
|
2018
Q4 | $349K | Buy |
3,783
+2
| +0.1% | +$185 | 0.06% | 97 |
|
|
2018
Q3 | $366K | Buy |
3,781
+339
| +10% | +$32.8K | 0.06% | 91 |
|
|
2018
Q2 | $329K | Buy |
3,442
+492
| +17% | +$47K | 0.05% | 101 |
|
|
2018
Q1 | $259K | Buy |
2,950
+219
| +8% | +$19.2K | 0.04% | 114 |
|
|
2017
Q4 | $254K | Buy |
+2,731
| New | +$254K | 0.04% | 118 |
|