BFG
Beacon Financial Group’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
5,198
+36
| +0.7% | +$13.2K | 0.2% | 116 |
|
|
2025
Q1 | $1.89M | Buy |
5,162
+31
| +0.6% | +$11.4K | 0.21% | 111 |
|
|
2024
Q4 | $2M | Sell |
5,131
-47
| -0.9% | -$18.3K | 0.21% | 106 |
|
|
2024
Q3 | $2.1M | Buy |
5,178
+157
| +3% | +$63.6K | 0.23% | 106 |
|
|
2024
Q2 | $1.73M | Buy |
5,021
+36
| +0.7% | +$12.4K | 0.2% | 120 |
|
|
2024
Q1 | $1.91M | Sell |
4,985
-19
| -0.4% | -$7.29K | 0.22% | 110 |
|
|
2023
Q4 | $1.73M | Sell |
5,004
-139
| -3% | -$48.2K | 0.21% | 113 |
|
|
2023
Q3 | $1.7M | Buy |
5,143
+9
| +0.2% | +$2.97K | 0.24% | 97 |
|
|
2023
Q2 | $1.58M | Buy |
5,134
+90
| +2% | +$27.7K | 0.21% | 104 |
|
|
2023
Q1 | $1.47M | Buy |
5,044
+53
| +1% | +$15.4K | 0.21% | 112 |
|
|
2022
Q4 | $1.58M | Buy |
4,991
+17
| +0.3% | +$5.39K | 0.22% | 109 |
|
|
2022
Q3 | $1.39M | Buy |
4,974
+13
| +0.3% | +$3.62K | 0.22% | 103 |
|
|
2022
Q2 | $1.39M | Sell |
4,961
-368
| -7% | -$103K | 0.21% | 110 |
|
|
2022
Q1 | $1.62M | Buy |
5,329
+115
| +2% | +$34.9K | 0.22% | 111 |
|
|
2021
Q4 | $2.13M | Sell |
5,214
-141
| -3% | -$57.6K | 0.28% | 85 |
|
|
2021
Q3 | $1.8M | Buy |
5,355
+95
| +2% | +$32K | 0.24% | 90 |
|
|
2021
Q2 | $1.71M | Sell |
5,260
-11,777
| -69% | -$3.83M | 0.24% | 96 |
|
|
2021
Q1 | $4.63M | Hold |
17,037
| – | – | 0.73% | 41 |
|
|
2020
Q4 | $4.63M | Sell |
17,037
-187
| -1% | -$50.9K | 0.73% | 41 |
|
|
2020
Q3 | $4.78M | Sell |
17,224
-2,615
| -13% | -$726K | 0.86% | 32 |
|
|
2020
Q2 | $4.88M | Buy |
19,839
+15,659
| +375% | +$3.85M | 0.94% | 30 |
|
|
2020
Q1 | $820K | Sell |
4,180
-697
| -14% | -$137K | 0.18% | 113 |
|
|
2019
Q4 | $1.05M | Hold |
4,877
| – | – | 0.13% | 114 |
|
|
2019
Q3 | $1.12M | Sell |
4,877
-1,695
| -26% | -$390K | 0.19% | 109 |
|
|
2019
Q2 | $1.37M | Sell |
6,572
-577
| -8% | -$120K | 0.23% | 101 |
|
|
2019
Q1 | $1.37K | Sell |
7,149
-95
| -1% | -$18 | 0.22% | 97 |
|
|
2018
Q4 | $1.23M | Buy |
7,244
+1,804
| +33% | +$307K | 0.23% | 95 |
|
|
2018
Q3 | $1.13M | Buy |
5,440
+3
| +0.1% | +$622 | 0.19% | 96 |
|
|
2018
Q2 | $1.06M | Buy |
5,437
+4
| +0.1% | +$781 | 0.18% | 100 |
|
|
2018
Q1 | $968K | Sell |
5,433
-1,235
| -19% | -$220K | 0.17% | 100 |
|
|
2017
Q4 | $1.26M | Buy |
6,668
+4
| +0.1% | +$758 | 0.22% | 88 |
|
|
2017
Q3 | $1.09M | Sell |
6,664
-477
| -7% | -$78K | 0.2% | 88 |
|
|
2017
Q2 | $1.09M | Sell |
7,141
-266
| -4% | -$40.5K | 0.21% | 84 |
|
|
2017
Q1 | $1.09M | Buy |
7,407
+137
| +2% | +$20.1K | 0.21% | 82 |
|
|
2016
Q4 | $974K | Sell |
7,270
-147
| -2% | -$19.7K | 0.2% | 82 |
|
|
2016
Q3 | $949K | Buy |
7,417
+392
| +6% | +$50.2K | 0.2% | 80 |
|
|
2016
Q2 | $895K | Buy |
7,025
+3
| +0% | +$382 | 0.2% | 78 |
|
|
2016
Q1 | $936K | Sell |
7,022
-153
| -2% | -$20.4K | 0.2% | 78 |
|
|
2015
Q4 | $956K | Buy |
7,175
+4
| +0.1% | +$533 | 0.22% | 76 |
|
|
2015
Q3 | $810K | Sell |
7,171
-1,187
| -14% | -$134K | 0.2% | 77 |
|
|
2015
Q2 | $923K | Buy |
8,358
+1,325
| +19% | +$146K | 0.2% | 78 |
|
|
2015
Q1 | $807K | Sell |
7,033
-791
| -10% | -$90.8K | 0.18% | 80 |
|
|
2014
Q4 | $815K | Buy |
7,824
+6
| +0.1% | +$625 | 0.17% | 89 |
|
|
2014
Q3 | $726K | Buy |
7,818
+104
| +1% | +$9.66K | 0.16% | 94 |
|
|
2014
Q2 | $626K | Sell |
7,714
-1,793
| -19% | -$146K | 0.14% | 99 |
|
|
2014
Q1 | $748K | Sell |
9,507
-22
| -0.2% | -$1.73K | 0.15% | 91 |
|
|
2013
Q4 | $781K | Buy |
9,529
+86
| +0.9% | +$7.05K | 0.15% | 101 |
|
|
2013
Q3 | $717K | Buy |
+9,443
| New | +$717K | 0.15% | 107 |
|