Summit Trail Advisors’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
$3.08M Buy
+13,894
New +$3.08M 0.05% 179
2024
Q4
Sell
-12,934
Closed -$3.5M 607
2024
Q3
$3.5M Buy
12,934
+2,763
+27% +$748K 0.09% 106
2024
Q2
$2.24M Buy
10,171
+2,827
+38% +$623K 0.06% 133
2024
Q1
$1.87M Buy
7,344
+736
+11% +$187K 0.05% 137
2023
Q4
$1.47M Buy
6,608
+143
+2% +$31.8K 0.05% 128
2023
Q3
$1.34M Buy
6,465
+521
+9% +$108K 0.05% 127
2023
Q2
$1.34M Buy
5,944
+1,755
+42% +$396K 0.05% 134
2023
Q1
$838K Buy
4,189
+1,044
+33% +$209K 0.03% 150
2022
Q4
$627K Sell
3,145
-108
-3% -$21.5K 0.03% 153
2022
Q3
$611K Buy
3,253
+197
+6% +$37K 0.03% 146
2022
Q2
$534K Buy
3,056
+7
+0.2% +$1.22K 0.03% 173
2022
Q1
$616K Buy
3,049
+827
+37% +$167K 0.05% 141
2021
Q4
$574K Buy
2,222
+469
+27% +$121K 0.04% 168
2021
Q3
$356K Buy
1,753
+239
+16% +$48.5K 0.03% 188
2021
Q2
$294K Buy
1,514
+15
+1% +$2.91K 0.03% 176
2021
Q1
$285K Buy
+1,499
New +$285K 0.03% 159
2020
Q4
Sell
-2,604
Closed -$411K 232
2020
Q3
$411K Buy
+2,604
New +$411K 0.08% 122
2018
Q2
Sell
-5,790
Closed -$431K 577
2018
Q1
$431K Buy
5,790
+577
+11% +$43K 0.07% 228
2017
Q4
$548K Buy
+5,213
New +$548K 0.07% 219