SWA
SOA 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 | $177K | Buy |
800
+1
| +0.1% | +$222 | 0.03% | 208 |
|
|
2025
Q1 | $186K | Buy |
799
+1
| +0.1% | +$233 | 0.04% | 195 |
|
|
2024
Q4 | $197K | Buy |
798
+1
| +0.1% | +$247 | 0.04% | 183 |
|
|
2024
Q3 | $216K | Buy |
797
+1
| +0.1% | +$271 | 0.04% | 178 |
|
|
2024
Q2 | $175K | Buy |
796
+1
| +0.1% | +$220 | 0.04% | 194 |
|
|
2024
Q1 | $202K | Buy |
795
+1
| +0.1% | +$255 | 0.04% | 183 |
|
|
2023
Q4 | $177K | Buy |
794
+1
| +0.1% | +$223 | 0.04% | 189 |
|
|
2023
Q3 | $165K | Hold |
793
| – | – | 0.04% | 186 |
|
|
2023
Q2 | $179K | Hold |
793
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $158K | Buy |
793
+1
| +0.1% | +$200 | 0.04% | 181 |
|
|
2022
Q4 | $158K | Hold |
792
| – | – | 0.04% | 170 |
|
|
2022
Q3 | $148K | Hold |
792
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $138K | Sell |
792
-20
| -2% | -$3.49K | 0.04% | 174 |
|
|
2022
Q1 | $164K | Hold |
812
| – | – | 0.04% | 185 |
|
|
2021
Q4 | $208K | Hold |
812
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $164K | Hold |
812
| – | – | 0.04% | 171 |
|
|
2021
Q2 | $157K | Sell |
812
-1
| -0.1% | -$193 | 0.04% | 176 |
|
|
2021
Q1 | $154K | Sell |
813
-6
| -0.7% | -$1.14K | 0.04% | 160 |
|
|
2020
Q4 | $145K | Buy |
+819
| New | +$145K | 0.04% | 156 |
|