Souders 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 | $4.11M | Sell |
11,223
-635
| -5% | -$233K | 0.52% | 41 |
|
2025
Q1 | $4.35M | Sell |
11,858
-2,539
| -18% | -$930K | 0.61% | 37 |
|
2024
Q4 | $5.6M | Sell |
14,397
-2,830
| -16% | -$1.1M | 0.78% | 33 |
|
2024
Q3 | $6.98M | Buy |
17,227
+320
| +2% | +$130K | 0.97% | 26 |
|
2024
Q2 | $5.82M | Buy |
16,907
+415
| +3% | +$143K | 0.88% | 34 |
|
2024
Q1 | $6.33M | Buy |
16,492
+359
| +2% | +$138K | 1% | 27 |
|
2023
Q4 | $5.59M | Buy |
16,133
+3
| +0% | +$1.04K | 0.96% | 28 |
|
2023
Q3 | $4.87M | Buy |
16,130
+186
| +1% | +$56.2K | 0.94% | 29 |
|
2023
Q2 | $4.95M | Sell |
15,944
-793
| -5% | -$246K | 0.95% | 29 |
|
2023
Q1 | $4.94M | Sell |
16,737
-96
| -0.6% | -$28.3K | 1.05% | 27 |
|
2022
Q4 | $5.32M | Buy |
16,833
+309
| +2% | +$97.6K | 1.21% | 25 |
|
2022
Q3 | $4.56M | Buy |
16,524
+422
| +3% | +$116K | 1.24% | 20 |
|
2022
Q2 | $4.42M | Buy |
16,102
+4,184
| +35% | +$1.15M | 1.27% | 20 |
|
2022
Q1 | $3.57M | Buy |
11,918
+5,219
| +78% | +$1.56M | 1.03% | 28 |
|
2021
Q4 | $2.78M | Buy |
6,699
+1,193
| +22% | +$495K | 0.8% | 45 |
|
2021
Q3 | $1.81M | Buy |
5,506
+346
| +7% | +$114K | 0.58% | 53 |
|
2021
Q2 | $1.65M | Sell |
5,160
-605
| -10% | -$193K | 0.55% | 53 |
|
2021
Q1 | $1.76M | Sell |
5,765
-310
| -5% | -$94.6K | 0.69% | 47 |
|
2020
Q4 | $1.61M | Buy |
6,075
+61
| +1% | +$16.2K | 0.7% | 43 |
|
2020
Q3 | $1.66M | Buy |
6,014
+606
| +11% | +$167K | 0.78% | 42 |
|
2020
Q2 | $1.36M | Buy |
5,408
+1,153
| +27% | +$289K | 0.78% | 42 |
|
2020
Q1 | $795K | Buy |
+4,255
| New | +$795K | 0.7% | 39 |
|