Shepherd Financial Partners’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 | $297K | Buy |
1,339
+26
| +2% | +$5.77K | 0.03% | 201 |
|
|
2025
Q1 | $306K | Buy |
1,313
+96
| +8% | +$22.4K | 0.04% | 183 |
|
|
2024
Q4 | $300K | Buy |
1,217
+30
| +3% | +$7.4K | 0.04% | 181 |
|
|
2024
Q3 | $321K | Hold |
1,187
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $262K | Hold |
1,187
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $302K | Buy |
1,187
+4
| +0.3% | +$1.02K | 0.04% | 181 |
|
|
2023
Q4 | $263K | Buy |
1,183
+18
| +2% | +$4K | 0.04% | 184 |
|
|
2023
Q3 | $242K | Buy |
1,165
+245
| +27% | +$50.9K | 0.04% | 176 |
|
|
2023
Q2 | $208K | Buy |
+920
| New | +$208K | 0.03% | 181 |
|
|
2019
Q1 | – | Sell |
-23,936
| Closed | -$2.21M | – | 126 |
|
|
2018
Q4 | $2.21M | Buy |
23,936
+212
| +0.9% | +$19.5K | 0.48% | 31 |
|
|
2018
Q3 | $2.27M | Hold |
23,724
| – | – | 0.51% | 30 |
|
|
2018
Q2 | $2.25M | Sell |
23,724
-155
| -0.6% | -$14.7K | 0.51% | 30 |
|
|
2018
Q1 | $2.09M | Sell |
23,879
-1,090
| -4% | -$95.6K | 0.52% | 32 |
|
|
2017
Q4 | $2.32M | Sell |
24,969
-2,324
| -9% | -$216K | 0.55% | 32 |
|
|
2017
Q3 | $2.23M | Sell |
27,293
-3,107
| -10% | -$254K | 0.52% | 35 |
|
|
2017
Q2 | $2.34M | Sell |
30,400
-1,344
| -4% | -$103K | 0.57% | 34 |
|
|
2017
Q1 | $2.59M | Sell |
31,744
-308
| -1% | -$25.1K | 0.67% | 31 |
|
|
2016
Q4 | $2.27M | Buy |
+32,052
| New | +$2.27M | 0.64% | 31 |
|