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 |
|