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