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Sunburst Financial Group’s Lowe's Companies LOW Stock Holding History

Sunburst Financial Group’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Sell
939
-191
-17% -$43.4K 0.03% 132
2026
Q1 		$267K Sell
1,130
-170
-13% -$44.3K 0.05% 108
2025
Q4 		$314K Buy
1,300
+44
+4% +$10.6K 0.06% 94
2025
Q3 		$316K Sell
1,256
-90
-7% -$22.1K 0.07% 97
2025
Q2 		$299K Buy
1,346
+25
+2% +$5.58K 0.07% 96
2025
Q1 		$308K Buy
1,321
+146
+12% +$35.9K 0.08% 84
2024
Q4 		$290K Buy
1,175
+43
+4% +$11.5K 0.07% 87
2024
Q3 		$307K Sell
1,132
-10
-0.9% -$2.42K 0.08% 90
2024
Q2 		$252K Buy
1,142
+11
+1% +$2.51K 0.07% 96
2024
Q1 		$282K Buy
1,131
+218
+24% +$50.1K 0.08% 88
2023
Q4 		$203K Buy
+913
New +$185K 0.06% 100

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return