SVWAG
Sound View Wealth Advisors Group’s Lowe's Companies LOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
13,010
-112
| -0.9% | -$24.9K | 0.21% | 105 |
|
|
2025
Q1 | $3.06M | Sell |
13,122
-1,129
| -8% | -$263K | 0.25% | 91 |
|
|
2024
Q4 | $3.52M | Sell |
14,251
-72
| -0.5% | -$17.8K | 0.28% | 78 |
|
|
2024
Q3 | $3.88M | Buy |
14,323
+8,046
| +128% | +$2.18M | 0.32% | 74 |
|
|
2024
Q2 | $1.38M | Buy |
6,277
+33
| +0.5% | +$7.28K | 0.14% | 134 |
|
|
2024
Q1 | $1.59M | Sell |
6,244
-7,190
| -54% | -$1.83M | 0.17% | 129 |
|
|
2023
Q4 | $2.99M | Sell |
13,434
-718
| -5% | -$160K | 0.33% | 76 |
|
|
2023
Q3 | $2.94M | Buy |
14,152
+7,244
| +105% | +$1.51M | 0.37% | 63 |
|
|
2023
Q2 | $1.56M | Sell |
6,908
-7,439
| -52% | -$1.68M | 0.2% | 108 |
|
|
2023
Q1 | $2.87M | Buy |
14,347
+913
| +7% | +$183K | 0.39% | 64 |
|
|
2022
Q4 | $2.99M | Buy |
13,434
+5,391
| +67% | +$1.2M | 0.33% | 76 |
|
|
2022
Q3 | $1.51M | Sell |
8,043
-62
| -0.8% | -$11.6K | 0.34% | 73 |
|
|
2022
Q2 | $1.42M | Sell |
8,105
-621
| -7% | -$108K | 0.3% | 85 |
|
|
2022
Q1 | $1.76M | Buy |
8,726
+2,150
| +33% | +$435K | 0.34% | 80 |
|
|
2021
Q4 | $1.7M | Buy |
6,576
+145
| +2% | +$37.5K | 0.32% | 79 |
|
|
2021
Q3 | $1.31M | Buy |
6,431
+91
| +1% | +$18.5K | 0.27% | 93 |
|
|
2021
Q2 | $1.23M | Buy |
6,340
+12
| +0.2% | +$2.33K | 0.26% | 99 |
|
|
2021
Q1 | $1.2M | Buy |
6,328
+6
| +0.1% | +$1.14K | 0.28% | 91 |
|
|
2020
Q4 | $1.02M | Sell |
6,322
-327
| -5% | -$52.5K | 0.25% | 97 |
|
|
2020
Q3 | $1.1M | Sell |
6,649
-179
| -3% | -$29.7K | 0.29% | 90 |
|
|
2020
Q2 | $923K | Buy |
6,828
+150
| +2% | +$20.3K | 0.26% | 96 |
|
|
2020
Q1 | $575K | Buy |
6,678
+124
| +2% | +$10.7K | 0.2% | 108 |
|
|
2019
Q4 | $785K | Sell |
6,554
-12,626
| -66% | -$1.51M | 0.22% | 107 |
|
|
2019
Q3 | $2.11M | Sell |
19,180
-311
| -2% | -$34.2K | 0.63% | 48 |
|
|
2019
Q2 | $1.97M | Buy |
+19,491
| New | +$1.97M | 0.58% | 56 |
|