SHJ

Sharkey, Howes & Javer’s Lowe's Companies LOW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-923	Closed	-$215K	–	161
2025 Q1	$215K	Hold	923	–	–	0.03%	145
2024 Q4	$228K	Hold	923	–	–	0.03%	138
2024 Q3	$250K	Sell	923 -23	-2%	-$6.23K	0.04%	132
2024 Q2	$209K	Sell	946 -109	-10%	-$24K	0.03%	114
2024 Q1	$269K	Buy	1,055 +20	+2%	+$5.1K	0.04%	109
2023 Q4	$230K	Hold	1,035	–	–	0.04%	104
2023 Q3	$215K	Hold	1,035	–	–	0.04%	105
2023 Q2	$234K	Hold	1,035	–	–	0.04%	90
2023 Q1	$207K	Hold	1,035	–	–	0.04%	90
2022 Q4	$206K	Buy	+1,035	New	+$206K	0.05%	92
2022 Q2	–	Sell	-1,035	Closed	-$209K	–	91
2022 Q1	$209K	Hold	1,035	–	–	0.05%	76
2021 Q4	$268K	Hold	1,035	–	–	0.06%	74
2021 Q3	$210K	Hold	1,035	–	–	0.05%	76
2021 Q2	$201K	Buy	+1,035	New	+$201K	0.05%	76
2019 Q3	–	Sell	-1,035	Closed	-$104K	–	119
2019 Q2	$104K	Hold	1,035	–	–	0.05%	81
2019 Q1	$113K	Hold	1,035	–	–	0.05%	78
2018 Q4	$96K	Sell	1,035 -165	-14%	-$15.3K	0.06%	76
2018 Q3	$138K	Hold	1,200	–	–	0.07%	68
2018 Q2	$115K	Hold	1,200	–	–	0.06%	69
2018 Q1	$105K	Hold	1,200	–	–	0.06%	61
2017 Q4	$112K	Hold	1,200	–	–	0.07%	61
2017 Q3	$97K	Hold	1,200	–	–	0.05%	69
2017 Q2	$93K	Hold	1,200	–	–	0.05%	62
2017 Q1	$99K	Hold	1,200	–	–	0.05%	59
2016 Q4	$85K	Hold	1,200	–	–	0.05%	67
2016 Q3	$87K	Hold	1,200	–	–	0.05%	68
2016 Q2	$95K	Hold	1,200	–	–	0.06%	67
2016 Q1	$91K	Hold	1,200	–	–	0.07%	65
2015 Q4	$91K	Hold	1,200	–	–	0.06%	63
2015 Q3	$82K	Hold	1,200	–	–	0.06%	68
2015 Q2	$80K	Hold	1,200	–	–	0.06%	54
2015 Q1	$89K	Buy	+1,200	New	+$89K	0.06%	68