Ownership history in Concorde Financial Corp Β· 16 quarters on record
This page tracks every 13F SEC filing in which Concorde Financial Corp reported a position in LOWES COS INC (LOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concorde Financial Corp underperformed the S&P 500 by β9.7% annually on this LOW position. Timing score: 43% (6/14 decisions correct). Average cost basis: $225.17. Maximum drawdown during holding period: β26.4%.
β Significantly underperformed the S&P 500 by 9.7% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $186.83 (2022 Q1) Β· Worst: $263.23 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π Concorde Financial Corp has been actively increasing its LOW allocation β a bullish signal from insiders.
Currently 2.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size