Wells Trecaso Financial Group’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,025
| Closed | -$449K | – | 85 |
|
|
2025
Q2 | $449K | Sell |
2,025
-10
| -0.5% | -$2.23K | 0.14% | 66 |
|
|
2025
Q1 | $475K | Hold |
2,035
| – | – | 0.16% | 61 |
|
|
2024
Q4 | $502K | Sell |
2,035
-50
| -2% | -$13.4K | 0.16% | 60 |
|
|
2024
Q3 | $565K | Hold |
2,085
| – | – | 0.19% | 58 |
|
|
2024
Q2 | $460K | Hold |
2,085
| – | – | 0.16% | 61 |
|
|
2024
Q1 | $531K | Sell |
2,085
-40
| -2% | -$9.2K | 0.19% | 57 |
|
|
2023
Q4 | $473K | Sell |
2,125
-1,285
| -38% | -$260K | 0.19% | 54 |
|
|
2023
Q3 | $709K | Sell |
3,410
-180
| -5% | -$40.5K | 0.32% | 48 |
|
|
2023
Q2 | $810K | Sell |
3,590
-22,041
| -86% | -$4.58M | 0.35% | 46 |
|
|
2023
Q1 | $5.13M | Sell |
25,631
-90
| -0.3% | -$18.3K | 2.37% | 18 |
|
|
2022
Q4 | $5.12M | Sell |
25,721
-202
| -0.8% | -$40.4K | 2.56% | 18 |
|
|
2022
Q3 | $4.87M | Sell |
25,923
-35
| -0.1% | -$6.82K | 2.67% | 13 |
|
|
2022
Q2 | $4.53M | Sell |
25,958
-302
| -1% | -$58.2K | 2.35% | 19 |
|
|
2022
Q1 | $5.31M | Sell |
26,260
-1,511
| -5% | -$348K | 2.37% | 16 |
|
|
2021
Q4 | $7.18M | Sell |
27,771
-2,527
| -8% | -$601K | 3.12% | 11 |
|
|
2021
Q3 | $6.15M | Sell |
30,298
-298
| -1% | -$59.4K | 2.93% | 12 |
|
|
2021
Q2 | $5.93M | Sell |
30,596
-193
| -0.6% | -$37.8K | 2.85% | 12 |
|
|
2021
Q1 | $5.86M | Sell |
30,789
-397
| -1% | -$68.1K | 3.09% | 12 |
|
|
2020
Q4 | $5.01M | Sell |
31,186
-47
| -0.2% | -$7.63K | 2.79% | 14 |
|
|
2020
Q3 | $5.18M | Sell |
31,233
-1,230
| -4% | -$189K | 3.31% | 10 |
|
|
2020
Q2 | $4.39M | Buy |
32,463
+1,505
| +5% | +$172K | 3.02% | 10 |
|
|
2020
Q1 | $2.66M | Buy |
30,958
+733
| +2% | +$80.1K | 2.37% | 14 |
|
|
2019
Q4 | $3.62M | Sell |
30,225
-339
| -1% | -$38.8K | 2.62% | 14 |
|
|
2019
Q3 | $3.36M | Sell |
30,564
-95
| -0.3% | -$10K | 2.68% | 14 |
|
|
2019
Q2 | $3.09M | Sell |
30,659
-272
| -0.9% | -$28.7K | 2.54% | 14 |
|
|
2019
Q1 | $3.39M | Buy |
30,931
+519
| +2% | +$51.8K | 2.84% | 13 |
|
|
2018
Q4 | $2.81M | Buy |
30,412
+680
| +2% | +$65.6K | 2.68% | 15 |
|
|
2018
Q3 | $3.41M | Buy |
29,732
+8
| +0% | +$834 | 2.83% | 14 |
|
|
2018
Q2 | $2.84M | Buy |
29,724
+230
| +0.8% | +$20.8K | 2.66% | 15 |
|
|
2018
Q1 | $2.59M | Buy |
29,494
+4,821
| +20% | +$456K | 2.46% | 17 |
|
|
2017
Q4 | $2.29M | Buy |
+24,673
| New | +$2.04M | 2.25% | 18 |
|
Other funds holding LOW
Wells Trecaso Financial Group's LOW Position: Q3 2025 in Review
Wells Trecaso Financial Group sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 2,025 shares — an estimated $449K sold.
Wells Trecaso Financial Group first reported a position in LOW in Q4 2017 and held it in 31 quarters. The position peaked at $7.18M in Q4 2021. 2,651 funds tracked by Wall St. Rank hold LOW as of Q3 2025.
- Wells Trecaso Financial Group reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
- Wells Trecaso Financial Group sold 2,025 Lowe's Companies shares in Q3 2025, an estimated $449K.
- Wells Trecaso Financial Group first reported a position in Lowe's Companies in Q4 2017 and held it in 31 quarters.
- Wells Trecaso Financial Group's Lowe's Companies position peaked at $7.18M in Q4 2021.
- 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.
Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.