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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

HD holding history

Home Depot, Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q3 2024 holdings

Shares (Q3 2024)
1,585
Value
$642.4K
% of portfolio
0.2%
Quarters held
15
Since Q1 2021
Holdings of HD by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20241,585$642.4K0.2%+8+0.5%AddedHolders
Q2 20241,577$543.0K0.2%00.0%UnchangedHolders
Q1 20241,577$605.1K0.2%+16+1.0%AddedHolders
Q4 20231,561$541.1K0.2%+21+1.4%AddedHolders
Q3 20231,540$465.5K0.2%+35+2.3%AddedHolders
Q2 20231,505$467.7K0.2%+96+6.8%AddedHolders
Q1 20231,409$416.0K0.1%+85+6.4%AddedHolders
Q4 20221,324$418.1K0.2%+90+7.3%AddedHolders
Q3 20221,234$341.0K0.1%+35+2.9%AddedHolders
Q2 20221,199$329.0K0.1%−27−2.2%ReducedHolders
Q1 20221,226$367.0K0.1%−1−0.1%ReducedHolders
Q4 20211,227$509.0K0.1%−99−7.5%ReducedHolders
Q3 20211,326$435.0K0.1%−11−0.8%ReducedHolders
Q2 20211,337$426.0K0.1%+29+2.2%AddedHolders
Q1 20211,308$399.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.