Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Home Depot HD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
1,522
+2
+0.1% +$733 0.08% 74
2025
Q1
$557K Buy
1,520
+8
+0.5% +$2.93K 0.09% 68
2024
Q4
$588K Buy
+1,512
New +$588K 0.1% 69
2024
Q3
Sell
-1,577
Closed -$543K 71
2024
Q2
$543K Buy
1,577
+1
+0.1% +$344 0.11% 66
2024
Q1
$604K Buy
+1,576
New +$604K 0.12% 58
2023
Q4
Sell
-1,512
Closed -$457K 220
2023
Q3
$457K Buy
+1,512
New +$457K 0.11% 65