Smith Salley Wealth 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
$28.7M Buy
129,477
+3,052
+2% +$677K 1.66% 13
2025
Q1
$29.5M Buy
126,425
+1,528
+1% +$356K 1.93% 12
2024
Q4
$30.8M Buy
124,897
+1,883
+2% +$465K 1.98% 11
2024
Q3
$33.3M Buy
123,014
+9,705
+9% +$2.63M 2.18% 10
2024
Q2
$25M Buy
113,309
+5,953
+6% +$1.31M 1.79% 13
2024
Q1
$27.3M Sell
107,356
-27,981
-21% -$7.13M 2.12% 11
2023
Q4
$30.1M Buy
135,337
+4,820
+4% +$1.07M 1.95% 11
2023
Q3
$27.1M Sell
130,517
-8,623
-6% -$1.79M 2.01% 11
2023
Q2
$31.4M Buy
139,140
+12,768
+10% +$2.88M 2.32% 6
2023
Q1
$25.3M Buy
126,372
+5,169
+4% +$1.03M 2.01% 12
2022
Q4
$24.1M Buy
121,203
+524
+0.4% +$104K 2.07% 11
2022
Q3
$22.7M Buy
120,679
+2,354
+2% +$442K 2.11% 8
2022
Q2
$20.7M Buy
118,325
+4,931
+4% +$861K 1.79% 12
2022
Q1
$22.9M Buy
113,394
+878
+0.8% +$178K 1.73% 13
2021
Q4
$29.1M Sell
112,516
-30,691
-21% -$7.93M 2.06% 9
2021
Q3
$29.1M Buy
143,207
+1,608
+1% +$326K 2.29% 7
2021
Q2
$27.5M Buy
141,599
+3,021
+2% +$586K 2.22% 8
2021
Q1
$26.4M Buy
138,578
+3,995
+3% +$760K 2.37% 5
2020
Q4
$21.6M Buy
134,583
+8,775
+7% +$1.41M 2.19% 10
2020
Q3
$20.9M Buy
125,808
+1,047
+0.8% +$174K 2.52% 5
2020
Q2
$16.9M Buy
124,761
+13,032
+12% +$1.76M 2.25% 9
2020
Q1
$9.62M Buy
111,729
+17,280
+18% +$1.49M 1.6% 19
2019
Q4
$11.3M Sell
94,449
-395
-0.4% -$47.3K 1.49% 21
2019
Q3
$10.4M Buy
94,844
+3,026
+3% +$333K 1.48% 22
2019
Q2
$9.27M Buy
91,818
+3,836
+4% +$387K 1.4% 26
2019
Q1
$9.63M Buy
87,982
+1,598
+2% +$175K 1.55% 20
2018
Q4
$7.98M Buy
86,384
+2,962
+4% +$274K 1.47% 18
2018
Q3
$9.58M Buy
83,422
+2,248
+3% +$258K 1.51% 22
2018
Q2
$7.76M Buy
81,174
+3,543
+5% +$339K 1.33% 28
2018
Q1
$6.81M Buy
77,631
+20,461
+36% +$1.8M 1.22% 30
2017
Q4
$5.31M Buy
57,170
+46,970
+460% +$4.37M 0.95% 38
2017
Q3
$815K Hold
10,200
0.16% 103
2017
Q2
$791K Sell
10,200
-2,300
-18% -$178K 0.16% 103
2017
Q1
$1.03M Sell
12,500
-2,538
-17% -$209K 0.21% 97
2016
Q4
$1.07M Buy
15,038
+200
+1% +$14.2K 0.22% 94
2016
Q3
$1.07M Buy
14,838
+90
+0.6% +$6.5K 0.24% 91
2016
Q2
$1.17M Sell
14,748
-227
-2% -$18K 0.27% 89
2016
Q1
$1.13M Buy
+14,975
New +$1.13M 0.28% 91