Oxford Financial Group’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 | $985K | Sell |
2,685
-224
| -8% | -$82.1K | 0.06% | 80 |
|
|
2025
Q1 | $1.07M | Sell |
2,909
-188
| -6% | -$68.9K | 0.07% | 77 |
|
|
2024
Q4 | $1.2M | Sell |
3,097
-449
| -13% | -$175K | 0.08% | 80 |
|
|
2024
Q3 | $1.44M | Sell |
3,546
-627
| -15% | -$254K | 0.09% | 69 |
|
|
2024
Q2 | $1.44M | Sell |
4,173
-1,140
| -21% | -$392K | 0.09% | 74 |
|
|
2024
Q1 | $2.04M | Buy |
5,313
+71
| +1% | +$27.2K | 0.14% | 52 |
|
|
2023
Q4 | $1.82M | Buy |
5,242
+90
| +2% | +$31.2K | 0.13% | 54 |
|
|
2023
Q3 | $1.56M | Sell |
5,152
-273
| -5% | -$82.5K | 0.13% | 52 |
|
|
2023
Q2 | $1.69M | Buy |
5,425
+1,400
| +35% | +$435K | 0.16% | 52 |
|
|
2023
Q1 | $1.19M | Buy |
4,025
+101
| +3% | +$29.8K | 0.13% | 60 |
|
|
2022
Q4 | $1.24M | Buy |
3,924
+666
| +20% | +$210K | 0.14% | 60 |
|
|
2022
Q3 | $899K | Sell |
3,258
-201
| -6% | -$55.5K | 0.14% | 67 |
|
|
2022
Q2 | $949K | Buy |
3,459
+177
| +5% | +$48.6K | 0.14% | 68 |
|
|
2022
Q1 | $982K | Buy |
3,282
+107
| +3% | +$32K | 0.12% | 75 |
|
|
2021
Q4 | $1.32M | Buy |
3,175
+91
| +3% | +$37.8K | 0.15% | 63 |
|
|
2021
Q3 | $1.01M | Buy |
3,084
+402
| +15% | +$132K | 0.13% | 73 |
|
|
2021
Q2 | $855K | Buy |
2,682
+536
| +25% | +$171K | 0.11% | 85 |
|
|
2021
Q1 | $655K | Sell |
2,146
-385
| -15% | -$118K | 0.09% | 92 |
|
|
2020
Q4 | $672K | Buy |
2,531
+64
| +3% | +$17K | 0.1% | 88 |
|
|
2020
Q3 | $685K | Sell |
2,467
-166
| -6% | -$46.1K | 0.11% | 78 |
|
|
2020
Q2 | $660K | Sell |
2,633
-210
| -7% | -$52.6K | 0.11% | 78 |
|
|
2020
Q1 | $531K | Buy |
+2,843
| New | +$531K | 0.11% | 81 |
|