Legacy Financial Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.91M Sell
5,817
-109
-2% -$39.7K 0.27% 64
2025
Q4
$2.04M Sell
5,926
-580
-9% -$212K 0.28% 60
2025
Q3
$2.64M Buy
6,506
+90
+1% +$35.4K 0.36% 41
2025
Q2
$2.35M Sell
6,416
-1,304
-17% -$472K 0.37% 43
2025
Q1
$2.83M Sell
7,720
-43
-0.6% -$16.8K 0.47% 35
2024
Q4
$3.02M Buy
7,763
+48
+0.6% +$19.6K 0.5% 34
2024
Q3
$3.13M Buy
7,715
+206
+3% +$75.1K 0.53% 35
2024
Q2
$2.58M Sell
7,509
-281
-4% -$95.9K 0.46% 37
2024
Q1
$2.99M Buy
7,790
+304
+4% +$111K 0.54% 33
2023
Q4
$2.59M Buy
7,486
+1,000
+15% +$310K 0.5% 32
2023
Q3
$1.96M Buy
6,486
+594
+10% +$191K 0.39% 35
2023
Q2
$1.83M Buy
5,892
+1,757
+42% +$519K 0.34% 36
2023
Q1
$1.22M Sell
4,135
-409
-9% -$125K 0.25% 48
2022
Q4
$1.44M Buy
4,544
+651
+17% +$198K 0.31% 32
2022
Q3
$1.07M Buy
3,893
+164
+4% +$48.4K 0.26% 47
2022
Q2
$1.02M Sell
3,729
-351
-9% -$104K 0.25% 41
2022
Q1
$1.22M Buy
4,080
+177
+5% +$61.4K 0.27% 36
2021
Q4
$1.62M Buy
3,903
+3
+0.1% +$1.14K 0.37% 27
2021
Q3
$1.28M Buy
3,900
+339
+10% +$111K 0.31% 26
2021
Q2
$1.14M Sell
3,561
-427
-11% -$136K 0.29% 30
2021
Q1
$1.22M Buy
3,988
+216
+6% +$59.5K 0.33% 22
2020
Q4
$1M Buy
3,772
+68
+2% +$18.7K 0.28% 30
2020
Q3
$1.03M Buy
+3,704
New +$1M 0.31% 25
2020
Q1
Sell
-4,291
Closed -$937K 84
2019
Q4
$937K Buy
4,291
+323
+8% +$73.2K 0.3% 36
2019
Q3
$921K Buy
3,968
+22
+0.6% +$4.81K 0.31% 34
2019
Q2
$821K Sell
3,946
-86
-2% -$17.2K 0.29% 37
2019
Q1
$774K Buy
4,032
+1,097
+37% +$201K 0.26% 39
2018
Q4
$504K Sell
2,935
-32
-1% -$5.74K 0.2% 51
2018
Q3
$614K Sell
2,967
-95
-3% -$19.1K 0.22% 42
2018
Q2
$609K Buy
3,062
+110
+4% +$20.5K 0.23% 38
2018
Q1
$512K Sell
2,952
-31
-1% -$5.82K 0.2% 48
2017
Q4
$565K Buy
+2,983
New +$515K 0.23% 38

Other funds holding HD

Legacy Financial Advisors's HD Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Home Depot (HD) stake by 1.8% in Q1 2026, selling an estimated $39.7K and leaving 5,817 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #64.

Legacy Financial Advisors first reported a position in HD in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.13M in Q3 2024. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Legacy Financial Advisors held 5,817 shares of Home Depot worth $1.91M as of Q1 2026.
  • Legacy Financial Advisors sold 109 Home Depot shares in Q1 2026, an estimated $39.7K.
  • Home Depot made up 0.27% of Legacy Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Legacy Financial Advisors first reported a position in Home Depot in Q4 2017 and has held it in 32 quarters since.
  • Legacy Financial Advisors's Home Depot position peaked at $3.13M in Q3 2024.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.