SFA
Source Financial Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $642K | Buy |
1,585
+8
| +0.5% | +$3.24K | 0.19% | 61 |
|
|
2024
Q2 | $543K | Hold |
1,577
| – | – | 0.17% | 65 |
|
|
2024
Q1 | $605K | Buy |
1,577
+16
| +1% | +$6.14K | 0.18% | 62 |
|
|
2023
Q4 | $541K | Buy |
1,561
+21
| +1% | +$7.28K | 0.17% | 77 |
|
|
2023
Q3 | $465K | Buy |
1,540
+35
| +2% | +$10.6K | 0.16% | 80 |
|
|
2023
Q2 | $468K | Buy |
1,505
+96
| +7% | +$29.8K | 0.15% | 84 |
|
|
2023
Q1 | $416K | Buy |
1,409
+85
| +6% | +$25.1K | 0.14% | 85 |
|
|
2022
Q4 | $418K | Buy |
1,324
+90
| +7% | +$28.4K | 0.16% | 82 |
|
|
2022
Q3 | $341K | Buy |
1,234
+35
| +3% | +$9.67K | 0.14% | 85 |
|
|
2022
Q2 | $329K | Sell |
1,199
-27
| -2% | -$7.41K | 0.13% | 92 |
|
|
2022
Q1 | $367K | Sell |
1,226
-1
| -0.1% | -$299 | 0.11% | 89 |
|
|
2021
Q4 | $509K | Sell |
1,227
-99
| -7% | -$41.1K | 0.14% | 73 |
|
|
2021
Q3 | $435K | Sell |
1,326
-11
| -0.8% | -$3.61K | 0.11% | 77 |
|
|
2021
Q2 | $426K | Buy |
1,337
+29
| +2% | +$9.24K | 0.11% | 76 |
|
|
2021
Q1 | $399K | Buy |
1,308
+196
| +18% | +$59.8K | 0.11% | 78 |
|
|
2020
Q4 | $295K | Buy |
+1,112
| New | +$295K | 0.08% | 89 |
|