Summit 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $3.19M | Sell |
8,314
-165
| -2% | -$63.3K | 1.13% | 22 |
|
2023
Q4 | $2.94M | Sell |
8,479
-95
| -1% | -$32.9K | 1.13% | 24 |
|
2023
Q3 | $2.59M | Sell |
8,574
-110
| -1% | -$33.2K | 1.09% | 25 |
|
2023
Q2 | $2.7M | Hold |
8,684
| – | – | 1.05% | 26 |
|
2023
Q1 | $2.56M | Sell |
8,684
-114
| -1% | -$33.6K | 0.97% | 27 |
|
2022
Q4 | $2.78M | Sell |
8,798
-74
| -0.8% | -$23.4K | 1.1% | 26 |
|
2022
Q3 | $2.45M | Sell |
8,872
-73
| -0.8% | -$20.1K | 1.02% | 28 |
|
2022
Q2 | $2.45M | Sell |
8,945
-50
| -0.6% | -$13.7K | 0.95% | 28 |
|
2022
Q1 | $2.69M | Sell |
8,995
-165
| -2% | -$49.4K | 0.91% | 32 |
|
2021
Q4 | $3.8M | Buy |
9,160
+24
| +0.3% | +$9.96K | 1.24% | 22 |
|
2021
Q3 | $3M | Sell |
9,136
-20
| -0.2% | -$6.57K | 1.09% | 27 |
|
2021
Q2 | $2.92M | Buy |
9,156
+854
| +10% | +$272K | 1.09% | 27 |
|
2021
Q1 | $2.53M | Sell |
8,302
-392
| -5% | -$120K | 1.05% | 28 |
|
2020
Q4 | $2.31M | Sell |
8,694
-21
| -0.2% | -$5.58K | 1.01% | 26 |
|
2020
Q3 | $2.42M | Sell |
8,715
-353
| -4% | -$98.1K | 1.2% | 23 |
|
2020
Q2 | $2.27M | Sell |
9,068
-216
| -2% | -$54.1K | 1.18% | 24 |
|
2020
Q1 | $1.73M | Sell |
9,284
-42
| -0.5% | -$7.84K | 1.03% | 28 |
|
2019
Q4 | $2.04M | Sell |
9,326
-100
| -1% | -$21.8K | 0.98% | 29 |
|
2019
Q3 | $2.19M | Buy |
9,426
+191
| +2% | +$44.3K | 1.11% | 24 |
|
2019
Q2 | $1.92M | Sell |
9,235
-290
| -3% | -$60.3K | 0.87% | 35 |
|
2019
Q1 | $1.83M | Sell |
9,525
-100
| -1% | -$19.2K | 1.43% | 22 |
|
2018
Q4 | $1.65M | Hold |
9,625
| – | – | 1.4% | 24 |
|
2018
Q3 | $1.99M | Sell |
9,625
-35
| -0.4% | -$7.25K | 1.49% | 16 |
|
2018
Q2 | $1.89M | Hold |
9,660
| – | – | 1.47% | 17 |
|
2018
Q1 | $1.72M | Buy |
9,660
+96
| +1% | +$17.1K | 1.35% | 20 |
|
2017
Q4 | $1.81M | Sell |
9,564
-66
| -0.7% | -$12.5K | 1.48% | 17 |
|
2017
Q3 | $1.58M | Sell |
9,630
-150
| -2% | -$24.5K | 1.31% | 19 |
|
2017
Q2 | $1.5M | Buy |
+9,780
| New | +$1.5M | 1.3% | 19 |
|