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

Wills Financial Group’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$377K	Hold	1,700	–	–	0.16%	51
2025 Q1	$396K	Sell	1,700 -50	-3%	-$11.7K	0.18%	51
2024 Q4	$432K	Hold	1,750	–	–	0.19%	52
2024 Q3	$474K	Hold	1,750	–	–	0.2%	48
2024 Q2	$386K	Buy	1,750 +50	+3%	+$11K	0.18%	49
2024 Q1	$433K	Hold	1,700	–	–	0.2%	47
2023 Q4	$378K	Hold	1,700	–	–	0.19%	47
2023 Q3	$353K	Hold	1,700	–	–	0.19%	55
2023 Q2	$384K	Hold	1,700	–	–	0.19%	53
2023 Q1	$340K	Hold	1,700	–	–	0.18%	55
2022 Q4	$339K	Hold	1,700	–	–	0.19%	48
2022 Q3	$319K	Hold	1,700	–	–	0.18%	50
2022 Q2	$297K	Hold	1,700	–	–	0.15%	55
2022 Q1	$344K	Sell	1,700 -237	-12%	-$48K	0.14%	54
2021 Q4	$500K	Sell	1,937 -89	-4%	-$23K	0.2%	55
2021 Q3	$411K	Sell	2,026 -148	-7%	-$30K	0.18%	53
2021 Q2	$421K	Buy	2,174 +2	+0.1%	+$387	0.18%	55
2021 Q1	$413K	Buy	2,172 +1	+0%	+$190	0.2%	48
2020 Q4	$348K	Buy	2,171 +2	+0.1%	+$321	0.17%	52
2020 Q3	$360K	Buy	2,169 +1	+0%	+$166	0.21%	48
2020 Q2	$293K	Buy	+2,168	New	+$293K	0.18%	51
2020 Q1	–	Sell	-2,163	Closed	-$259K	–	56
2019 Q4	$259K	Sell	2,163 -348	-14%	-$41.7K	0.15%	59
2019 Q3	$276K	Buy	2,511 +2	+0.1%	+$220	0.18%	52
2019 Q2	$253K	Buy	2,509 +3	+0.1%	+$303	0.16%	53
2019 Q1	$274K	Buy	2,506 +2	+0.1%	+$219	0.19%	53
2018 Q4	$231K	Buy	2,504 +2	+0.1%	+$185	0.18%	55
2018 Q3	$287K	Buy	2,502 +2	+0.1%	+$229	0.19%	63
2018 Q2	$238K	Hold	2,500	–	–	0.17%	67
2018 Q1	$219K	Sell	2,500 -850	-25%	-$74.5K	0.16%	66
2017 Q4	$311K	Hold	3,350	–	–	0.22%	63
2017 Q3	$268K	Hold	3,350	–	–	0.2%	63
2017 Q2	$260K	Hold	3,350	–	–	0.19%	66
2017 Q1	$275K	Sell	3,350 -800	-19%	-$65.7K	0.21%	62
2016 Q4	$295K	Buy	4,150 +850	+26%	+$60.4K	0.24%	61
2016 Q3	$238K	Buy	3,300 +100	+3%	+$7.21K	0.21%	65
2016 Q2	$253K	Buy	3,200 +200	+7%	+$15.8K	0.21%	67
2016 Q1	$227K	Hold	3,000	–	–	0.2%	67
2015 Q4	$228K	Hold	3,000	–	–	0.2%	69
2015 Q3	$206K	Buy	+3,000	New	+$206K	0.19%	69