Capstone Financial Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
1,213
+4
| +0.3% | +$1.47K | 0.03% | 99 |
|
|
2025
Q1 | $443K | Buy |
1,209
+22
| +2% | +$8.07K | 0.03% | 95 |
|
|
2024
Q4 | $462K | Buy |
1,187
+159
| +15% | +$61.8K | 0.03% | 92 |
|
|
2024
Q3 | $417K | Buy |
1,028
+11
| +1% | +$4.46K | 0.03% | 94 |
|
|
2024
Q2 | $350K | Buy |
1,017
+4
| +0.4% | +$1.38K | 0.02% | 105 |
|
|
2024
Q1 | $389K | Sell |
1,013
-178
| -15% | -$68.3K | 0.03% | 97 |
|
|
2023
Q4 | $413K | Sell |
1,191
-158
| -12% | -$54.7K | 0.03% | 92 |
|
|
2023
Q3 | $408K | Buy |
1,349
+350
| +35% | +$106K | 0.03% | 87 |
|
|
2023
Q2 | $310K | Sell |
999
-68
| -6% | -$21.1K | 0.02% | 101 |
|
|
2023
Q1 | $315K | Sell |
1,067
-15
| -1% | -$4.43K | 0.02% | 99 |
|
|
2022
Q4 | $342K | Sell |
1,082
-1,325
| -55% | -$419K | 0.03% | 90 |
|
|
2022
Q3 | $664K | Buy |
2,407
+325
| +16% | +$89.7K | 0.06% | 56 |
|
|
2022
Q2 | $571K | Buy |
2,082
+11
| +0.5% | +$3.02K | 0.05% | 70 |
|
|
2022
Q1 | $620K | Buy |
2,071
+8
| +0.4% | +$2.4K | 0.05% | 68 |
|
|
2021
Q4 | $856K | Sell |
2,063
-395
| -16% | -$164K | 0.06% | 53 |
|
|
2021
Q3 | $807K | Buy |
2,458
+1,308
| +114% | +$429K | 0.06% | 48 |
|
|
2021
Q2 | $367K | Buy |
1,150
+456
| +66% | +$146K | 0.03% | 87 |
|
|
2021
Q1 | $212K | Buy |
+694
| New | +$212K | 0.02% | 112 |
|
|
2020
Q4 | – | Sell |
-1,130
| Closed | -$314K | – | 121 |
|
|
2020
Q3 | $314K | Hold |
1,130
| – | – | 0.03% | 68 |
|
|
2020
Q2 | $283K | Hold |
1,130
| – | – | 0.03% | 69 |
|
|
2020
Q1 | $211K | Hold |
1,130
| – | – | 0.03% | 74 |
|
|
2019
Q4 | $247K | Hold |
1,130
| – | – | 0.03% | 71 |
|
|
2019
Q3 | $262K | Sell |
1,130
-100
| -8% | -$23.2K | 0.04% | 71 |
|
|
2019
Q2 | $256K | Buy |
1,230
+63
| +5% | +$13.1K | 0.04% | 72 |
|
|
2019
Q1 | $224K | Buy |
+1,167
| New | +$224K | 0.04% | 77 |
|
|
2018
Q4 | – | Sell |
-1,439
| Closed | -$298K | – | 95 |
|
|
2018
Q3 | $298K | Sell |
1,439
-131
| -8% | -$27.1K | 0.07% | 57 |
|
|
2018
Q2 | $306K | Buy |
1,570
+2
| +0.1% | +$390 | 0.09% | 53 |
|
|
2018
Q1 | $280K | Buy |
1,568
+323
| +26% | +$57.7K | 0.09% | 56 |
|
|
2017
Q4 | $236K | Sell |
1,245
-138
| -10% | -$26.2K | 0.09% | 63 |
|
|
2017
Q3 | $226K | Hold |
1,383
| – | – | 0.1% | 60 |
|
|
2017
Q2 | $212K | Hold |
1,383
| – | – | 0.1% | 61 |
|
|
2017
Q1 | $203K | Buy |
+1,383
| New | +$203K | 0.1% | 57 |
|
|
2015
Q3 | – | Sell |
-2,074
| Closed | -$231K | – | 84 |
|
|
2015
Q2 | $231K | Sell |
2,074
-107
| -5% | -$11.9K | 0.09% | 73 |
|
|
2015
Q1 | $248K | Sell |
2,181
-94
| -4% | -$10.7K | 0.1% | 66 |
|
|
2014
Q4 | $239K | Sell |
2,275
-581
| -20% | -$61K | 0.07% | 68 |
|
|
2014
Q3 | $262K | Buy |
2,856
+158
| +6% | +$14.5K | 0.16% | 48 |
|
|
2014
Q2 | $218K | Buy |
+2,698
| New | +$218K | 0.15% | 53 |
|