JNBA 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
$559K Buy
1,524
+30
+2% +$11K 0.05% 128
2025
Q1
$548K Buy
1,494
+40
+3% +$14.7K 0.06% 125
2024
Q4
$566K Sell
1,454
-169
-10% -$65.7K 0.06% 125
2024
Q3
$658K Sell
1,623
-285
-15% -$115K 0.07% 115
2024
Q2
$657K Sell
1,908
-128
-6% -$44.1K 0.07% 116
2024
Q1
$781K Sell
2,036
-50
-2% -$19.2K 0.08% 111
2023
Q4
$723K Sell
2,086
-5
-0.2% -$1.73K 0.08% 114
2023
Q3
$632K Buy
2,091
+14
+0.7% +$4.23K 0.08% 118
2023
Q2
$645K Sell
2,077
-5
-0.2% -$1.55K 0.08% 117
2023
Q1
$614K Sell
2,082
-95
-4% -$28K 0.08% 118
2022
Q4
$688K Sell
2,177
-667
-23% -$211K 0.1% 116
2022
Q3
$785K Sell
2,844
-16
-0.6% -$4.42K 0.12% 101
2022
Q2
$784K Buy
2,860
+12
+0.4% +$3.29K 0.12% 98
2022
Q1
$852K Sell
2,848
-190
-6% -$56.8K 0.11% 97
2021
Q4
$1.26M Buy
3,038
+258
+9% +$107K 0.15% 87
2021
Q3
$913K Sell
2,780
-14
-0.5% -$4.6K 0.12% 95
2021
Q2
$891K Sell
2,794
-89
-3% -$28.4K 0.12% 95
2021
Q1
$880K Buy
2,883
+140
+5% +$42.7K 0.13% 94
2020
Q4
$729K Buy
2,743
+13
+0.5% +$3.46K 0.12% 91
2020
Q3
$758K Sell
2,730
-136
-5% -$37.8K 0.15% 85
2020
Q2
$718K Hold
2,866
0.15% 88
2020
Q1
$535K Sell
2,866
-474
-14% -$88.5K 0.13% 87
2019
Q4
$729K Buy
3,340
+89
+3% +$19.4K 0.14% 86
2019
Q3
$754K Sell
3,251
-1,031
-24% -$239K 0.15% 83
2019
Q2
$890K Buy
4,282
+986
+30% +$205K 0.18% 74
2019
Q1
$632K Buy
3,296
+1,062
+48% +$204K 0.14% 83
2018
Q4
$384K Sell
2,234
-634
-22% -$109K 0.09% 97
2018
Q3
$594K Buy
2,868
+394
+16% +$81.6K 0.27% 70
2018
Q2
$483K Buy
2,474
+150
+6% +$29.3K 0.1% 89
2018
Q1
$414K Hold
2,324
0.09% 91
2017
Q4
$440K Hold
2,324
0.09% 89
2017
Q3
$380K Hold
2,324
0.08% 87
2017
Q2
$356K Hold
2,324
0.08% 89
2017
Q1
$341K Sell
2,324
-48
-2% -$7.04K 0.08% 88
2016
Q4
$318K Sell
2,372
-21,734
-90% -$2.91M 0.08% 94
2016
Q3
$3.1M Buy
24,106
+21,832
+960% +$2.81M 0.45% 22
2016
Q2
$290K Hold
2,274
0.08% 89
2016
Q1
$303K Sell
2,274
-123
-5% -$16.4K 0.11% 78
2015
Q4
$317K Hold
2,397
0.12% 79
2015
Q3
$277K Buy
2,397
+1,300
+119% +$150K 0.12% 76
2015
Q2
$122K Sell
1,097
-600
-35% -$66.7K 0.05% 117
2015
Q1
$193K Sell
1,697
-247
-13% -$28.1K 0.07% 94
2014
Q4
$204K Sell
1,944
-100
-5% -$10.5K 0.08% 93
2014
Q3
$187K Buy
2,044
+930
+83% +$85.1K 0.08% 96
2014
Q2
$90K Hold
1,114
0.04% 136
2014
Q1
$88K Sell
1,114
-300
-21% -$23.7K 0.05% 130
2013
Q4
$116K Buy
1,414
+500
+55% +$41K 0.06% 108
2013
Q3
$69K Buy
914
+350
+62% +$26.4K 0.04% 142
2013
Q2
$44K Buy
+564
New +$44K 0.03% 155