SFSG
Sound Financial Strategies Group’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
2,343
-794
| -25% | -$176K | 0.44% | 84 |
|
|
2025
Q1 | $732K | Sell |
3,137
-357
| -10% | -$83.3K | 0.65% | 60 |
|
|
2024
Q4 | $862K | Buy |
3,494
+357
| +11% | +$88.1K | 0.72% | 31 |
|
|
2024
Q3 | $850K | Buy |
3,137
+53
| +2% | +$14.4K | 0.68% | 23 |
|
|
2024
Q2 | $680K | Buy |
3,084
+287
| +10% | +$63.3K | 0.59% | 47 |
|
|
2024
Q1 | $712K | Sell |
2,797
-62
| -2% | -$15.8K | 0.59% | 19 |
|
|
2023
Q4 | $636K | Sell |
2,859
-457
| -14% | -$102K | 0.54% | 26 |
|
|
2023
Q3 | $689K | Sell |
3,316
-224
| -6% | -$46.6K | 0.57% | 52 |
|
|
2023
Q2 | $799K | Buy |
+3,540
| New | +$799K | 0.58% | 51 |
|
|
2023
Q1 | – | Sell |
-5,270
| Closed | -$1.05M | – | 74 |
|
|
2022
Q4 | $1.05M | Buy |
+5,270
| New | +$1.05M | 0.76% | 30 |
|
|
2022
Q2 | – | Sell |
-4,113
| Closed | -$832K | – | 60 |
|
|
2022
Q1 | $832K | Sell |
4,113
-2,018
| -33% | -$408K | 0.46% | 45 |
|
|
2021
Q4 | $1.59M | Sell |
6,131
-368
| -6% | -$95.1K | 0.79% | 12 |
|
|
2021
Q3 | $1.32M | Buy |
6,499
+96
| +1% | +$19.5K | 0.66% | 15 |
|
|
2021
Q2 | $1.24M | Buy |
6,403
+2,868
| +81% | +$556K | 0.62% | 15 |
|
|
2021
Q1 | $672K | Sell |
3,535
-695
| -16% | -$132K | 0.34% | 18 |
|
|
2020
Q4 | $679K | Sell |
4,230
-4,226
| -50% | -$678K | 0.37% | 22 |
|
|
2020
Q3 | $1.4M | Sell |
8,456
-149
| -2% | -$24.7K | 0.89% | 12 |
|
|
2020
Q2 | $1.16M | Sell |
8,605
-39
| -0.5% | -$5.27K | 0.75% | 11 |
|
|
2020
Q1 | $744K | Sell |
8,644
-12,307
| -59% | -$1.06M | 0.51% | 22 |
|
|
2019
Q4 | $2.51M | Buy |
+20,951
| New | +$2.51M | 1.59% | 11 |
|